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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,069 |
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 | $42,061 | $51,223-17.9% | $82,763-49.2% | $66,949-37.2% |
| Participation rate | 96.2% | 67.9%+28.3pp | 72.6%+23.7pp | 69.8%+26.4pp |
| Annual return | -14.15% | -9.85%-4.3pp | 702.45%-716.6pp | 1.57%-15.7pp |
| Employer contribution / active EE | $2,895 | $2,611+10.9% | $3,008-3.8% | $2,545+13.7% |
| Participant deferral / active EE | $3,809 | $3,460+10.1% | $4,395-13.3% | $4,239-10.2% |
| Admin fee / account holder | $8 | $415-98.1% | $5,325-99.9% | $594-98.7% |