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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 | $47,105+78.9% | $68,368+23.3% | $67,986+24.0% |
| Participation rate | 84.5% | 51.8%+32.7pp | 73.8%+10.8pp | 57.2%+27.3pp |
| Annual return | 11.96% | 48.37%-36.4pp | 292.57%-280.6pp | 31.67%-19.7pp |
| Employer contribution / active EE | $6,720 | $1,859+261.6% | $2,649+153.7% | $2,019+232.9% |
| Participant deferral / active EE | $3,895 | $2,374+64.1% | $4,123-5.5% | $3,358+16.0% |
| Admin fee / account holder | $5 | $2,435-99.8% | $5,150-99.9% | $3,203-99.8% |