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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,169 |
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).
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 | $84,278 | $43,730+92.7% | $66,674+26.4% | $64,097+31.5% |
| Participation rate | 84.5% | 50.7%+33.8pp | 73.7%+10.9pp | 55.2%+29.3pp |
| Annual return | 11.96% | 53.62%-41.7pp | 321.24%-309.3pp | 34.64%-22.7pp |
| Employer contribution / active EE | $6,720 | $1,673+301.6% | $2,620+156.5% | $1,891+255.3% |
| Participant deferral / active EE | $3,895 | $2,122+83.6% | $4,084-4.6% | $3,080+26.5% |
| Admin fee / account holder | $5 | $2,708-99.8% | $5,098-99.9% | $3,454-99.8% |