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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 | $106,110-15.1% | $147,005-38.7% | $77,671+15.9% |
| Participation rate | 73.9% | 78.4%-4.5pp | 82.2%-8.2pp | 70.6%+3.3pp |
| Annual return | 15.38% | 56.77%-41.4pp | 418.76%-403.4pp | 31.21%-15.8pp |
| Employer contribution / active EE | $2,234 | $4,065-45.0% | $4,934-54.7% | $2,726-18.1% |
| Participant deferral / active EE | $6,987 | $7,992-12.6% | $8,070-13.4% | $4,648+50.3% |
| Admin fee / account holder | $13 | $338-96.1% | $13,006-99.9% | $430-96.9% |