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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,691 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $78,190 | $56,640+38.0% | $78,002+0.2% | $55,167+41.7% |
| Participation rate | 97.6% | 73.3%+24.3pp | 75.5%+22.1pp | 69.0%+28.6pp |
| Annual return | 5.50% | 2868.48%-2863.0pp | 425.99%-420.5pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,286 | $1,724-25.4% | $2,470-47.9% | $1,963-34.5% |
| Participant deferral / active EE | $4,247 | $2,778+52.9% | $3,497+21.4% | $3,054+39.1% |
| Admin fee / account holder | $258 | $467-44.7% | $5,481-95.3% | $504-48.8% |