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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,052 |
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.
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 | $24,741 | $106,264-76.7% | $147,117-83.2% | $77,762-68.2% |
| Participation rate | 99.8% | 78.4%+21.4pp | 82.2%+17.7pp | 70.6%+29.3pp |
| Annual return | 13.69% | 56.94%-43.2pp | 420.54%-406.8pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,136 | $4,074-72.1% | $4,932-77.0% | $2,728-58.4% |
| Participant deferral / active EE | $3,575 | $8,003-55.3% | $8,065-55.7% | $4,651-23.1% |
| Admin fee / account holder | $28 | $334-91.6% | $12,993-99.8% | $433-93.5% |