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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $647,458 |
MARCUM LLP7+ years Service code 10 · EIN 11-1986323 | Accounting | $24,900 |
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 | $39,698 | $69,238-42.7% | $185,854-78.6% | $101,555-60.9% |
| Participation rate | 83.9% | 73.5%+10.4pp | 81.7%+2.2pp | 74.5%+9.3pp |
| Annual return | 15.43% | 21.26%-5.8pp | 122.12%-106.7pp | 21.00%-5.6pp |
| Employer contribution / active EE | $540 | $2,104-74.3% | $5,169-89.5% | $2,972-81.8% |
| Participant deferral / active EE | $3,657 | $3,764-2.8% | $5,569-34.3% | $4,874-25.0% |
| Admin fee / account holder | $60 | $66-9.1% | $16,246-99.6% | $139-56.8% |