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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $351,064 |
BDO USA, LLP1+ years Filed as: BDO USA LLP Service code 16 · EIN 13-5381590 | Consulting | $29,239 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $69,364 | $71,106-2.5% | $83,327-16.8% | $75,289-7.9% |
| Participation rate | 78.7% | 82.0%-3.3pp | 77.8%+0.9pp | 72.4%+6.2pp |
| Annual return | 24.30% | -0.56%+24.9pp | 10.64%+13.7pp | -0.04%+24.3pp |
| Employer contribution / active EE | $2,219 | $2,436-8.9% | $3,379-34.3% | $2,405-7.8% |
| Participant deferral / active EE | $4,572 | $6,249-26.8% | $5,565-17.8% | $3,739+22.3% |
| Admin fee / account holder | $197 | $72+171.9% | $7,540-97.4% | $102+92.3% |