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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $148,165 |
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 | $46,713 | $46,219+1.1% | $89,400-47.7% | $90,274-48.3% |
| Participation rate | 94.4% | 44.9%+49.6pp | 68.0%+26.5pp | 73.4%+21.1pp |
| Annual return | 13.00% | 25.71%-12.7pp | 245.64%-232.6pp | 53.97%-41.0pp |
| Employer contribution / active EE | $1,455 | $953+52.7% | $2,586-43.7% | $2,523-42.3% |
| Participant deferral / active EE | $2,661 | $2,136+24.6% | $3,890-31.6% | $4,231-37.1% |
| Admin fee / account holder | $51 | $147-65.0% | $4,882-98.9% | $114-54.9% |