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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $144,504 |
Filed as: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 10 · EIN 52-0783935 | Accounting | $5,200 |
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 | $36,641 | $34,242+7.0% | $76,518-52.1% | $75,289-51.3% |
| Participation rate | 96.7% | 43.9%+52.8pp | 68.0%+28.7pp | 72.4%+24.2pp |
| Annual return | 24.95% | -0.98%+25.9pp | -0.27%+25.2pp | -0.04%+25.0pp |
| Employer contribution / active EE | $1,356 | $975+39.1% | $2,647-48.8% | $2,405-43.6% |
| Participant deferral / active EE | $2,376 | $1,872+26.9% | $3,836-38.1% | $3,739-36.4% |
| Admin fee / account holder | $57 | $112-49.4% | $4,849-98.8% | $102-44.6% |