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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $82,280 |
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).
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 | $38,324 | $50,919-24.7% | $155,556-75.4% | $77,762-50.7% |
| Participation rate | 97.0% | 63.1%+33.9pp | 78.2%+18.8pp | 70.6%+26.4pp |
| Annual return | 9.12% | 34.84%-25.7pp | 64.84%-55.7pp | 31.27%-22.1pp |
| Employer contribution / active EE | $2,003 | $1,991+0.6% | $4,675-57.2% | $2,728-26.6% |
| Participant deferral / active EE | $4,269 | $2,824+51.2% | $5,631-24.2% | $4,651-8.2% |
| Admin fee / account holder | $87 | $437-80.1% | $15,885-99.5% | $433-79.9% |