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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,305 |
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 | $26,830 | $75,183-64.3% | $123,894-78.3% | $55,167-51.4% |
| Participation rate | 87.4% | 72.8%+14.6pp | 81.4%+6.0pp | 69.0%+18.4pp |
| Annual return | 12.32% | 19.01%-6.7pp | 47.52%-35.2pp | 169.23%-156.9pp |
| Employer contribution / active EE | $1,950 | $2,823-30.9% | $4,617-57.8% | $1,963-0.7% |
| Participant deferral / active EE | $2,656 | $5,084-47.8% | $5,984-55.6% | $3,054-13.1% |
| Admin fee / account holder | $158 | $663-76.2% | $8,357-98.1% | $504-68.7% |