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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $575 |
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 | $25,668 | $52,961-51.5% | $172,752-85.1% | $65,185-60.6% |
| Participation rate | 87.2% | 66.2%+21.0pp | 82.6%+4.6pp | 70.2%+17.0pp |
| Annual return | 21.66% | 30.12%-8.5pp | 802.97%-781.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,162 | $2,190-47.0% | $5,144-77.4% | $2,177-46.6% |
| Participant deferral / active EE | $2,971 | $2,471+20.2% | $5,198-42.8% | $3,514-15.4% |
| Admin fee / account holder | $1 | $472-99.9% | $13,955-100.0% | $847-99.9% |