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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $98,008 |
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 | $33,287 | $47,180-29.4% | $149,723-77.8% | $74,473-55.3% |
| Participation rate | 97.3% | 63.4%+33.9pp | 78.8%+18.5pp | 70.7%+26.6pp |
| Annual return | 17.82% | 22.75%-4.9pp | 134.50%-116.7pp | 34.36%-16.5pp |
| Employer contribution / active EE | $1,874 | $1,907-1.7% | $4,821-61.1% | $2,638-29.0% |
| Participant deferral / active EE | $4,108 | $2,730+50.5% | $5,682-27.7% | $4,530-9.3% |
| Admin fee / account holder | $89 | $343-74.1% | $13,215-99.3% | $347-74.4% |