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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,900 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,353 | $36,916+17.4% | $156,551-72.3% | $57,658-24.8% |
| Participation rate | 99.7% | 63.4%+36.3pp | 84.0%+15.7pp | 70.2%+29.5pp |
| Annual return | 5.74% | 12.38%-6.6pp | 32.23%-26.5pp | 5.13%+0.6pp |
| Employer contribution / active EE | $2,881 | $1,571+83.4% | $5,501-47.6% | $1,974+46.0% |
| Participant deferral / active EE | $1,925 | $1,9260% | $4,871-60.5% | $3,061-37.1% |
| Admin fee / account holder | $6 | $82-92.8% | $13,028-100.0% | $95-93.7% |