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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 | $46,464-30.1% | $150,298-78.4% | $79,634-59.2% |
| Participation rate | 88.1% | 57.0%+31.2pp | 77.8%+10.4pp | 62.5%+25.6pp |
| Annual return | 12.37% | 27.89%-15.5pp | 62.79%-50.4pp | 36.46%-24.1pp |
| Employer contribution / active EE | $826 | $1,512-45.3% | $4,154-80.1% | $2,529-67.3% |
| Participant deferral / active EE | $2,574 | $2,157+19.3% | $5,453-52.8% | $3,835-32.9% |
| Admin fee / account holder | $95 | $891-89.3% | $14,116-99.3% | $1,002-90.5% |