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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $163,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,383 | $53,204+43.6% | $155,556-50.9% | $200,096-61.8% |
| Participation rate | 49.4% | 64.1%-14.7pp | 78.2%-28.8pp | 72.0%-22.6pp |
| Annual return | 12.14% | 41.02%-28.9pp | 64.84%-52.7pp | 34.26%-22.1pp |
| Employer contribution / active EE | $774 | $1,850-58.1% | $4,675-83.4% | $3,038-74.5% |
| Participant deferral / active EE | $4,417 | $3,163+39.6% | $5,631-21.6% | $5,090-13.2% |
| Admin fee / account holder | $84 | $186-55.0% | $15,885-99.5% | $269-68.9% |