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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,787 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,057 | $106,264-15.3% | $147,117-38.8% | $77,762+15.8% |
| Participation rate | 73.9% | 78.4%-4.5pp | 82.2%-8.3pp | 70.6%+3.3pp |
| Annual return | 15.38% | 56.94%-41.6pp | 420.54%-405.2pp | 31.27%-15.9pp |
| Employer contribution / active EE | $2,234 | $4,074-45.2% | $4,932-54.7% | $2,728-18.1% |
| Participant deferral / active EE | $6,987 | $8,003-12.7% | $8,065-13.4% | $4,651+50.2% |
| Admin fee / account holder | $13 | $334-96.1% | $12,993-99.9% | $433-97.0% |