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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $801 |
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 | $88,603 | $51,226+73.0% | $82,744+7.1% | $66,938+32.4% |
| Participation rate | 90.8% | 67.9%+22.9pp | 72.6%+18.2pp | 69.8%+21.0pp |
| Annual return | -8.55% | -9.61%+1.1pp | 702.22%-710.8pp | 1.58%-10.1pp |
| Employer contribution / active EE | $6,570 | $2,612+151.5% | $3,008+118.4% | $2,545+158.1% |
| Participant deferral / active EE | $4,216 | $3,460+21.9% | $4,395-4.1% | $4,238-0.5% |
| Admin fee / account holder | $5 | $416-98.9% | $5,325-99.9% | $594-99.2% |