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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,721 |
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 | $28,148 | $110,483-74.5% | $145,433-80.6% | $79,634-64.7% |
| Participation rate | 95.1% | 71.1%+24.0pp | 82.1%+13.0pp | 62.5%+32.6pp |
| Annual return | 16.01% | 24.62%-8.6pp | 66.58%-50.6pp | 36.46%-20.5pp |
| Employer contribution / active EE | $1,062 | $4,053-73.8% | $4,554-76.7% | $2,529-58.0% |
| Participant deferral / active EE | $3,239 | $7,216-55.1% | $7,897-59.0% | $3,835-15.5% |
| Admin fee / account holder | $43 | $680-93.7% | $13,129-99.7% | $1,002-95.7% |