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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $59,859 |
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 11 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Actuarial | $26,749 |
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 | $33,609 | $64,705-48.1% | $62,929-46.6% | $67,986-50.6% |
| Participation rate | 70.0% | 65.6%+4.4pp | 73.1%-3.1pp | 57.2%+12.8pp |
| Annual return | 20.86% | 20.31%+0.5pp | 1063.93%-1043.1pp | 31.67%-10.8pp |
| Employer contribution / active EE | $0 | $2,376-100.0% | $2,505-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $6,021 | $3,198+88.3% | $3,888+54.8% | $3,358+79.3% |
| Admin fee / account holder | $156 | $1,428-89.1% | $5,065-96.9% | $3,203-95.1% |