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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,311 |
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 | $24,507 | $41,281-40.6% | $109,313-77.6% | $57,658-57.5% |
| Participation rate | 71.6% | 59.3%+12.3pp | 71.3%+0.4pp | 70.2%+1.4pp |
| Annual return | 6.82% | 8.97%-2.1pp | 22.07%-15.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $328 | $1,201-72.7% | $3,892-91.6% | $1,974-83.4% |
| Participant deferral / active EE | $1,241 | $2,223-44.2% | $3,166-60.8% | $3,061-59.5% |
| Admin fee / account holder | $110 | $75+46.5% | $5,666-98.1% | $95+16.6% |