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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $63,429 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,868 | $56,540-43.6% | $185,851-82.9% | $86,821-63.3% |
| Participation rate | 87.1% | 65.5%+21.5pp | 81.7%+5.3pp | 72.3%+14.8pp |
| Annual return | 11.31% | 118.20%-106.9pp | 122.11%-110.8pp | 97.94%-86.6pp |
| Employer contribution / active EE | $823 | $1,844-55.4% | $5,168-84.1% | $2,406-65.8% |
| Participant deferral / active EE | $2,088 | $2,555-18.3% | $5,569-62.5% | $4,132-49.5% |
| Admin fee / account holder | $129 | $150-14.0% | $16,245-99.2% | $170-24.1% |