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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $16,927 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,950 | $59,231-79.8% | $90,223-86.8% | $52,331-77.2% |
| Participation rate | 76.0% | 75.0%+1.0pp | 79.0%-3.0pp | 68.1%+7.9pp |
| Annual return | 0.00% | 3.53%-3.5pp | 1.31%-1.3pp | 4.54%-4.5pp |
| Employer contribution / active EE | $960 | $3,391-71.7% | $4,378-78.1% | $1,882-49.0% |
| Participant deferral / active EE | $2,358 | $4,659-49.4% | $5,792-59.3% | $3,022-22.0% |
| Admin fee / account holder | $78 | $515-84.8% | $7,406-98.9% | $592-86.8% |