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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,272 |
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 | $24,503 | $47,180-48.1% | $149,723-83.6% | $74,473-67.1% |
| Participation rate | 81.8% | 63.4%+18.4pp | 78.8%+3.1pp | 70.7%+11.1pp |
| Annual return | 15.01% | 22.75%-7.7pp | 134.50%-119.5pp | 34.36%-19.3pp |
| Employer contribution / active EE | $743 | $1,907-61.0% | $4,821-84.6% | $2,638-71.8% |
| Participant deferral / active EE | $2,333 | $2,730-14.5% | $5,682-58.9% | $4,530-48.5% |
| Admin fee / account holder | $76 | $343-77.9% | $13,215-99.4% | $347-78.2% |