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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,530 |
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 | $75,558 | $55,790+35.4% | $76,667-1.4% | $67,584+11.8% |
| Participation rate | 88.2% | 71.1%+17.1pp | 72.1%+16.1pp | 71.3%+16.9pp |
| Annual return | 34.80% | 64.45%-29.7pp | 1166.74%-1131.9pp | 378.59%-343.8pp |
| Employer contribution / active EE | $1,910 | $1,810+5.5% | $2,303-17.1% | $2,148-11.1% |
| Participant deferral / active EE | $5,513 | $2,875+91.8% | $3,336+65.3% | $3,540+55.8% |
| Admin fee / account holder | $36 | $159-77.1% | $6,423-99.4% | $142-74.4% |