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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $685 |
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 | $112,635 | $54,121+108.1% | $134,162-16.0% | $73,412+53.4% |
| Participation rate | 90.7% | 64.4%+26.3pp | 72.2%+18.5pp | 72.2%+18.5pp |
| Annual return | 15.40% | -312.52%+327.9pp | 36.35%-20.9pp | 59.30%-43.9pp |
| Employer contribution / active EE | $2,148 | $1,402+53.2% | $3,705-42.0% | $2,234-3.8% |
| Participant deferral / active EE | $8,526 | $2,844+199.8% | $3,500+143.6% | $3,806+124.0% |
| Admin fee / account holder | $2 | $132-98.5% | $6,685-100.0% | $158-98.8% |