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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $22,546 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,548 | $46,173-59.8% | $170,435-89.1% | $69,631-73.4% |
| Participation rate | 90.9% | 63.9%+27.0pp | 83.6%+7.3pp | 70.7%+20.2pp |
| Annual return | 9.78% | 21.62%-11.8pp | 205.94%-196.2pp | 27571.02%-27561.2pp |
| Employer contribution / active EE | $1,346 | $1,610-16.4% | $5,432-75.2% | $2,032-33.8% |
| Participant deferral / active EE | $1,455 | $2,080-30.1% | $4,939-70.6% | $3,224-54.9% |
| Admin fee / account holder | $51 | $116-55.6% | $13,881-99.6% | $110-53.4% |