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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,045 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,419 | $55,437-66.8% | $155,534-88.2% | $74,459-75.3% |
| Participation rate | 86.7% | 61.9%+24.8pp | 78.2%+8.4pp | 67.2%+19.4pp |
| Annual return | 4.46% | 269.58%-265.1pp | 64.92%-60.5pp | 1369.70%-1365.2pp |
| Employer contribution / active EE | $926 | $2,266-59.1% | $4,675-80.2% | $2,626-64.7% |
| Participant deferral / active EE | $1,882 | $2,837-33.7% | $5,630-66.6% | $4,350-56.7% |
| Admin fee / account holder | $36 | $1,742-97.9% | $15,900-99.8% | $1,945-98.1% |