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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $21,515 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $13,475 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,718 | $64,176-63.0% | $112,249-78.9% | $66,938-64.6% |
| Participation rate | 78.8% | 68.4%+10.4pp | 75.1%+3.8pp | 69.8%+9.0pp |
| Annual return | -15.63% | -13.80%-1.8pp | 27.48%-43.1pp | 1.58%-17.2pp |
| Employer contribution / active EE | $1,216 | $3,007-59.6% | $3,636-66.6% | $2,545-52.2% |
| Participant deferral / active EE | $3,819 | $3,694+3.4% | $4,729-19.2% | $4,238-9.9% |
| Admin fee / account holder | $269 | $626-57.0% | $6,412-95.8% | $594-54.7% |