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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,054 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,736 | $50,666-29.5% | $76,667-53.4% | $65,188-45.2% |
| Participation rate | 71.3% | 68.8%+2.4pp | 72.1%-0.8pp | 70.2%+1.1pp |
| Annual return | 16.78% | 28.51%-11.7pp | 1166.74%-1150.0pp | 29.38%-12.6pp |
| Employer contribution / active EE | $1,167 | $1,575-25.9% | $2,303-49.3% | $2,177-46.4% |
| Participant deferral / active EE | $2,972 | $2,647+12.3% | $3,336-10.9% | $3,514-15.4% |
| Admin fee / account holder | $42 | $463-90.9% | $6,423-99.3% | $847-95.0% |