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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,063 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,165 | $81,233-76.4% | $155,567-87.7% | $80,874-76.3% |
| Participation rate | 93.4% | 66.2%+27.2pp | 78.2%+15.2pp | 67.6%+25.8pp |
| Annual return | 7.25% | 33.33%-26.1pp | 64.74%-57.5pp | 35.62%-28.4pp |
| Employer contribution / active EE | $1,124 | $3,101-63.8% | $4,674-76.0% | $2,756-59.2% |
| Participant deferral / active EE | $1,378 | $3,452-60.1% | $5,628-75.5% | $4,297-67.9% |
| Admin fee / account holder | $24 | $7,998-99.7% | $15,916-99.8% | $6,935-99.7% |