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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,774 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,449 | $102,422-63.4% | $147,117-74.5% | $80,959-53.7% |
| Participation rate | 83.3% | 75.9%+7.5pp | 82.2%+1.1pp | 67.7%+15.7pp |
| Annual return | 14.71% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-21.0pp |
| Employer contribution / active EE | $4,694 | $3,717+26.3% | $4,932-4.8% | $2,757+70.2% |
| Participant deferral / active EE | $2,277 | $6,652-65.8% | $8,065-71.8% | $4,300-47.1% |
| Admin fee / account holder | $12 | $7,953-99.8% | $12,993-99.9% | $6,925-99.8% |