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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,372 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,259 | $95,416-79.8% | $185,823-89.6% | $85,850-77.6% |
| Participation rate | 88.0% | 68.8%+19.3pp | 81.7%+6.3pp | 69.3%+18.7pp |
| Annual return | 8.14% | 23.59%-15.4pp | 122.05%-113.9pp | 318.53%-310.4pp |
| Employer contribution / active EE | $1,030 | $3,314-68.9% | $5,167-80.1% | $2,565-59.9% |
| Participant deferral / active EE | $1,237 | $3,423-63.9% | $5,568-77.8% | $3,952-68.7% |
| Admin fee / account holder | $26 | $7,213-99.6% | $16,237-99.8% | $6,260-99.6% |