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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $63,840 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,258 | $72,482-78.9% | $129,110-88.2% | $64,814-76.5% |
| Participation rate | 95.0% | 79.2%+15.8pp | 77.3%+17.8pp | 71.5%+23.5pp |
| Annual return | -18.36% | -9.08%-9.3pp | -10.94%-7.4pp | 32.84%-51.2pp |
| Employer contribution / active EE | $2,061 | $4,247-51.5% | $5,052-59.2% | $2,507-17.8% |
| Participant deferral / active EE | $3,599 | $5,679-36.6% | $6,542-45.0% | $4,310-16.5% |
| Admin fee / account holder | $68 | $144-52.6% | $14,302-99.5% | $188-63.6% |