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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $11,715 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $9,292 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $103,640 | $99,168+4.5% | $96,576+7.3% | $74,440+39.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 12.57% | 22.40%-9.8pp | 25.87%-13.3pp | 34.37%-21.8pp |
| Employer contribution / active EE | $4,589 | $2,570+78.6% | $2,965+54.8% | $2,638+74.0% |
| Participant deferral / active EE | $5,452 | $4,936+10.5% | $4,851+12.4% | $4,529+20.4% |
| Admin fee / account holder | $60 | $225-73.5% | $8,253-99.3% | $348-82.9% |