Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140007 | Contract Administrator | $193,309 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,142 | $50,1510% | $149,696-66.5% | $80,157-37.4% |
| Participation rate | 97.4% | 64.3%+33.1pp | 78.8%+18.6pp | 72.9%+24.5pp |
| Annual return | 16.76% | 29.80%-13.0pp | 134.46%-117.7pp | 40.39%-23.6pp |
| Employer contribution / active EE | $2,255 | $1,867+20.8% | $4,821-53.2% | $2,977-24.3% |
| Participant deferral / active EE | $4,940 | $3,194+54.7% | $5,682-13.1% | $5,015-1.5% |
| Admin fee / account holder | $51 | $153-66.5% | $13,212-99.6% | $145-64.7% |