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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 | $106,247-76.7% | $147,096-83.2% | $77,714-68.2% |
| Participation rate | 99.8% | 78.4%+21.5pp | 82.2%+17.7pp | 70.6%+29.3pp |
| Annual return | 13.69% | 56.87%-43.2pp | 419.75%-406.1pp | 31.26%-17.6pp |
| Employer contribution / active EE | $1,136 | $4,069-72.1% | $4,936-77.0% | $2,727-58.3% |
| Participant deferral / active EE | $3,575 | $7,996-55.3% | $8,071-55.7% | $4,649-23.1% |
| Admin fee / account holder | $28 | $338-91.7% | $13,005-99.8% | $433-93.5% |