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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 | $58,859+149.0% | $129,397+13.3% | $77,714+88.6% |
| Participation rate | 85.0% | 59.3%+25.7pp | 69.6%+15.4pp | 70.6%+14.5pp |
| Annual return | 14.91% | 24.74%-9.8pp | 9453.98%-9439.1pp | 31.26%-16.3pp |
| Employer contribution / active EE | $2,287 | $1,952+17.2% | $4,154-44.9% | $2,727-16.1% |
| Participant deferral / active EE | $10,550 | $3,215+228.1% | $4,167+153.2% | $4,649+126.9% |
| Admin fee / account holder | $7 | $591-98.9% | $7,679-99.9% | $433-98.5% |