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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $669 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,705 | $61,172-15.5% | $185,851-72.2% | $79,389-34.9% |
| Participation rate | 80.1% | 66.6%+13.5pp | 81.7%-1.6pp | 70.7%+9.4pp |
| Annual return | 25.84% | 19.45%+6.4pp | 122.11%-96.3pp | 116.89%-91.0pp |
| Employer contribution / active EE | $1,987 | $2,321-14.4% | $5,168-61.6% | $2,428-18.2% |
| Participant deferral / active EE | $3,329 | $2,788+19.4% | $5,569-40.2% | $4,046-17.7% |
| Admin fee / account holder | $4 | $710-99.4% | $16,245-100.0% | $626-99.3% |