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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,415 |
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 | $53,673 | $55,437-3.2% | $155,534-65.5% | $74,459-27.9% |
| Participation rate | 85.2% | 61.9%+23.3pp | 78.2%+7.0pp | 67.2%+18.0pp |
| Annual return | 14.10% | 269.58%-255.5pp | 64.92%-50.8pp | 1369.70%-1355.6pp |
| Employer contribution / active EE | $2,253 | $2,266-0.6% | $4,675-51.8% | $2,626-14.2% |
| Participant deferral / active EE | $3,765 | $2,837+32.7% | $5,630-33.1% | $4,350-13.4% |
| Admin fee / account holder | $210 | $1,742-87.9% | $15,900-98.7% | $1,945-89.2% |