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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $64,612 |
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).
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 | $28,506 | $65,322-56.4% | $70,494-59.6% | $73,497-61.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 2.72% | 15.71%-13.0pp | 109.16%-106.4pp | 28.51%-25.8pp |
| Employer contribution / active EE | $3,680 | $2,460+49.6% | $2,738+34.4% | $2,270+62.1% |
| Participant deferral / active EE | $3,090 | $3,375-8.4% | $3,711-16.7% | $3,740-17.4% |
| Admin fee / account holder | $170 | $214-20.4% | $3,848-95.6% | $513-66.8% |