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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,687 |
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 | $19,964 | $46,173-56.8% | $170,435-88.3% | $69,631-71.3% |
| Participation rate | 85.5% | 63.9%+21.6pp | 83.6%+1.9pp | 70.7%+14.8pp |
| Annual return | 14.12% | 21.62%-7.5pp | 205.94%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $438 | $1,610-72.8% | $5,432-91.9% | $2,032-78.5% |
| Participant deferral / active EE | $1,250 | $2,080-39.9% | $4,939-74.7% | $3,224-61.2% |
| Admin fee / account holder | $9 | $116-92.1% | $13,881-99.9% | $110-91.7% |