Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,607 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,437 | $47,977-63.7% | $154,111-88.7% | $56,287-69.0% |
| Participation rate | 82.1% | 66.2%+15.9pp | 83.0%-1.0pp | 69.9%+12.2pp |
| Annual return | -6.64% | 3.54%-10.2pp | 735.18%-741.8pp | -9.96%+3.3pp |
| Employer contribution / active EE | $866 | $2,169-60.1% | $5,298-83.7% | $2,111-59.0% |
| Participant deferral / active EE | $1,062 | $2,392-55.6% | $5,081-79.1% | $3,350-68.3% |
| Admin fee / account holder | $134 | $438-69.4% | $13,411-99.0% | $521-74.3% |