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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $72,550 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,483 | $36,002-9.8% | $161,489-79.9% | $64,728-49.8% |
| Participation rate | 88.1% | 57.4%+30.7pp | 78.7%+9.4pp | 57.9%+30.2pp |
| Annual return | 12.37% | 33.93%-21.6pp | 89.72%-77.3pp | 49.38%-37.0pp |
| Employer contribution / active EE | $826 | $1,380-40.1% | $4,268-80.6% | $2,243-63.2% |
| Participant deferral / active EE | $2,574 | $1,815+41.8% | $5,630-54.3% | $2,729-5.7% |
| Admin fee / account holder | $95 | $931-89.8% | $16,006-99.4% | $1,145-91.7% |