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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 | $46,688+17.3% | $189,758-71.1% | $69,733-21.4% |
| Participation rate | 86.7% | 61.7%+25.0pp | 79.8%+6.9pp | 62.5%+24.3pp |
| Annual return | 12.06% | 14.35%-2.3pp | 52.62%-40.6pp | 15.22%-3.2pp |
| Employer contribution / active EE | $1,084 | $1,695-36.0% | $4,767-77.3% | $2,250-51.8% |
| Participant deferral / active EE | $4,116 | $2,143+92.1% | $5,856-29.7% | $3,054+34.8% |
| Admin fee / account holder | $229 | $1,700-86.6% | $20,388-98.9% | $3,102-92.6% |