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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $86,061 |
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 | $30,179 | $46,332-34.9% | $143,797-79.0% | $64,824-53.4% |
| Participation rate | 87.9% | 64.2%+23.7pp | 80.3%+7.6pp | 71.5%+16.4pp |
| Annual return | 278.68% | -10.05%+288.7pp | -0.04%+278.7pp | 32.84%+245.8pp |
| Employer contribution / active EE | $1,716 | $1,911-10.2% | $4,952-65.4% | $2,507-31.6% |
| Participant deferral / active EE | $3,195 | $2,647+20.7% | $5,638-43.3% | $4,311-25.9% |
| Admin fee / account holder | $82 | $154-47.0% | $14,679-99.4% | $188-56.6% |