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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,093 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406,425 | $79,223+413.0% | $102,460+296.7% | $74,478+445.7% |
| Participation rate | 98.4% | 74.8%+23.7pp | 76.5%+21.9pp | 67.2%+31.2pp |
| Annual return | 12.74% | 54.98%-42.2pp | 29.47%-16.7pp | 1370.56%-1357.8pp |
| Employer contribution / active EE | $30,888 | $2,363+1207.1% | $3,025+921.0% | $2,626+1076.1% |
| Participant deferral / active EE | $5,684 | $4,417+28.7% | $5,056+12.4% | $4,350+30.7% |
| Admin fee / account holder | $121 | $2,003-94.0% | $9,460-98.7% | $1,946-93.8% |