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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $7,184 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,594 | $121,341-60.0% | $189,537-74.4% | $79,391-38.8% |
| Participation rate | 99.5% | 86.1%+13.4pp | 87.8%+11.7pp | 70.7%+28.8pp |
| Annual return | 15.70% | 21.08%-5.4pp | 555.34%-539.6pp | 116.88%-101.2pp |
| Employer contribution / active EE | $3,005 | $3,915-23.2% | $6,161-51.2% | $2,428+23.8% |
| Participant deferral / active EE | $4,213 | $6,395-34.1% | $8,220-48.7% | $4,046+4.1% |
| Admin fee / account holder | $46 | $651-93.0% | $12,048-99.6% | $627-92.7% |