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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,035 |
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).
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 | $18,464 | $52,467-64.8% | $57,196-67.7% | $55,167-66.5% |
| Participation rate | 85.9% | 75.8%+10.1pp | 75.3%+10.6pp | 69.0%+16.9pp |
| Annual return | 1.23% | 7.72%-6.5pp | 14.59%-13.4pp | 169.23%-168.0pp |
| Employer contribution / active EE | $2,826 | $2,477+14.1% | $2,683+5.3% | $1,963+44.0% |
| Participant deferral / active EE | $1,877 | $2,830-33.7% | $3,096-39.4% | $3,054-38.5% |
| Admin fee / account holder | $22 | $269-91.8% | $3,141-99.3% | $504-95.6% |