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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,169 |
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 | $45,266+86.2% | $103,693-18.7% | $65,306+29.1% |
| Participation rate | 84.5% | 53.3%+31.2pp | 72.6%+11.9pp | 57.7%+26.9pp |
| Annual return | 11.96% | 25.10%-13.1pp | 47.61%-35.6pp | 21.94%-10.0pp |
| Employer contribution / active EE | $6,720 | $1,765+280.6% | $2,920+130.1% | $1,967+241.6% |
| Participant deferral / active EE | $3,895 | $2,099+85.5% | $4,579-15.0% | $2,959+31.6% |
| Admin fee / account holder | $5 | $3,221-99.8% | $7,858-99.9% | $3,480-99.8% |