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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,597 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,786 | $45,343+20.8% | $150,298-63.5% | $67,986-19.4% |
| Participation rate | 86.7% | 51.9%+34.8pp | 77.8%+8.9pp | 57.2%+29.5pp |
| Annual return | 12.06% | 33.28%-21.2pp | 62.79%-50.7pp | 31.67%-19.6pp |
| Employer contribution / active EE | $1,084 | $1,462-25.8% | $4,154-73.9% | $2,019-46.3% |
| Participant deferral / active EE | $4,116 | $2,055+100.3% | $5,453-24.5% | $3,358+22.6% |
| Admin fee / account holder | $229 | $2,250-89.8% | $14,116-98.4% | $3,203-92.9% |