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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,597 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,786 | $49,915+9.8% | $154,803-64.6% | $74,304-26.3% |
| Participation rate | 86.7% | 54.0%+32.8pp | 78.1%+8.6pp | 60.3%+26.4pp |
| Annual return | 12.06% | 34.06%-22.0pp | 58.88%-46.8pp | 29.43%-17.4pp |
| Employer contribution / active EE | $1,084 | $1,611-32.7% | $4,305-74.8% | $2,241-51.6% |
| Participant deferral / active EE | $4,116 | $2,255+82.6% | $5,540-25.7% | $3,767+9.3% |
| Admin fee / account holder | $229 | $2,189-89.6% | $14,329-98.4% | $2,969-92.3% |