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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,718 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,513 | $46,732-58.2% | $156,551-87.5% | $55,167-64.6% |
| Participation rate | 94.4% | 65.8%+28.6pp | 84.0%+10.4pp | 69.0%+25.5pp |
| Annual return | -1.31% | 17.72%-19.0pp | 32.23%-33.5pp | 169.23%-170.5pp |
| Employer contribution / active EE | $857 | $2,105-59.3% | $5,501-84.4% | $1,963-56.3% |
| Participant deferral / active EE | $1,287 | $2,204-41.6% | $4,871-73.6% | $3,054-57.9% |
| Admin fee / account holder | $117 | $418-72.0% | $13,028-99.1% | $504-76.7% |