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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 | $43,749+25.2% | $158,223-65.4% | $65,306-16.1% |
| Participation rate | 86.7% | 56.9%+29.8pp | 79.2%+7.5pp | 57.7%+29.0pp |
| Annual return | 12.06% | 19.41%-7.4pp | 52.09%-40.0pp | 21.94%-9.9pp |
| Employer contribution / active EE | $1,084 | $1,497-27.6% | $4,109-73.6% | $1,967-44.9% |
| Participant deferral / active EE | $4,116 | $2,019+103.9% | $5,467-24.7% | $2,959+39.1% |
| Admin fee / account holder | $229 | $1,930-88.2% | $16,047-98.6% | $3,480-93.4% |