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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,570 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,940 | $60,261-5.5% | $81,783-30.4% | $74,546-23.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 10.58% | 16.88%-6.3pp | 775.05%-764.5pp | 1366.03%-1355.5pp |
| Employer contribution / active EE | $2,810 | $2,622+7.2% | $2,913-3.5% | $2,624+7.1% |
| Participant deferral / active EE | $3,833 | $3,388+13.1% | $4,320-11.3% | $4,347-11.8% |
| Admin fee / account holder | $7 | $1,482-99.5% | $7,380-99.9% | $1,944-99.6% |