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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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,940 | $60,323-5.6% | $81,812-30.4% | $74,495-23.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.58% | 16.90%-6.3pp | 773.79%-763.2pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $2,810 | $2,620+7.3% | $2,912-3.5% | $2,623+7.1% |
| Participant deferral / active EE | $3,833 | $3,387+13.1% | $4,319-11.3% | $4,346-11.8% |
| Admin fee / account holder | $7 | $1,486-99.5% | $7,386-99.9% | $1,942-99.6% |