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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 | $38,165-14.9% | $189,758-82.9% | $69,255-53.1% |
| Participation rate | 88.1% | 66.7%+21.4pp | 79.8%+8.3pp | 69.0%+19.1pp |
| Annual return | 12.37% | 14.65%-2.3pp | 52.62%-40.2pp | 26.73%-14.4pp |
| Employer contribution / active EE | $826 | $1,589-48.0% | $4,767-82.7% | $2,645-68.8% |
| Participant deferral / active EE | $2,574 | $2,073+24.2% | $5,856-56.0% | $2,890-11.0% |
| Admin fee / account holder | $95 | $714-86.7% | $20,388-99.5% | $733-87.0% |