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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,276 |
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 | $18,143 | $73,863-75.4% | $143,797-87.4% | $68,490-73.5% |
| Participation rate | 86.0% | 66.7%+19.4pp | 80.3%+5.7pp | 67.9%+18.1pp |
| Annual return | -3.81% | 0.91%-4.7pp | -0.04%-3.8pp | -7.85%+4.0pp |
| Employer contribution / active EE | $1,070 | $3,185-66.4% | $4,952-78.4% | $2,597-58.8% |
| Participant deferral / active EE | $1,242 | $3,385-63.3% | $5,638-78.0% | $4,028-69.2% |
| Admin fee / account holder | $30 | $5,756-99.5% | $14,679-99.8% | $5,403-99.4% |