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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $63,671 |
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 | $81,681 | $53,412+52.9% | $68,509+19.2% | $52,331+56.1% |
| Participation rate | 100.0% | 71.7%+28.3pp | 74.7%+25.3pp | 68.1%+31.9pp |
| Annual return | 1.50% | 3.42%-1.9pp | 8.27%-6.8pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,234 | $1,607-23.2% | $2,278-45.8% | $1,882-34.4% |
| Participant deferral / active EE | $4,068 | $2,688+51.3% | $3,382+20.3% | $3,022+34.6% |
| Admin fee / account holder | $282 | $461-38.9% | $5,275-94.7% | $592-52.4% |