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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,664 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,573 | $58,969+148.6% | $129,406+13.3% | $77,762+88.5% |
| Participation rate | 85.0% | 59.5%+25.6pp | 69.6%+15.4pp | 70.6%+14.5pp |
| Annual return | 14.91% | 24.78%-9.9pp | 9468.18%-9453.3pp | 31.27%-16.4pp |
| Employer contribution / active EE | $2,287 | $1,959+16.8% | $4,155-45.0% | $2,728-16.2% |
| Participant deferral / active EE | $10,550 | $3,224+227.2% | $4,167+153.2% | $4,651+126.8% |
| Admin fee / account holder | $7 | $593-98.9% | $7,689-99.9% | $433-98.5% |