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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 | $43,496+26.0% | $161,489-66.1% | $64,340-14.8% |
| Participation rate | 86.7% | 53.5%+33.2pp | 78.7%+8.0pp | 55.2%+31.5pp |
| Annual return | 12.06% | 20.76%-8.7pp | 89.72%-77.7pp | 24.14%-12.1pp |
| Employer contribution / active EE | $1,084 | $1,431-24.2% | $4,268-74.6% | $1,862-41.8% |
| Participant deferral / active EE | $4,116 | $1,996+106.2% | $5,630-26.9% | $2,980+38.1% |
| Admin fee / account holder | $229 | $2,330-90.2% | $16,006-98.6% | $3,703-93.8% |