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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 1300 S CLINTON STREET · FORT WAYNE, IN 46801 | Contract Administrator | $146 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,254 | $56,287-67.6% | $80,977-77.5% | $62,881-71.0% |
| Participation rate | 87.1% | 68.9%+18.2pp | 75.8%+11.3pp | 69.3%+17.8pp |
| Annual return | 4.39% | 22.13%-17.7pp | 17.11%-12.7pp | 20.14%-15.8pp |
| Employer contribution / active EE | $783 | $1,943-59.7% | $3,715-78.9% | $2,281-65.7% |
| Participant deferral / active EE | $2,820 | $4,196-32.8% | $5,696-50.5% | $3,203-11.9% |
| Admin fee / account holder | $64 | $3,742-98.3% | $5,517-98.8% | $4,296-98.5% |