Filed January 20, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,417 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $34,876 | $50,860-31.4% | $155,574-77.6% | $77,714-55.1% |
| Participation rate | 96.7% | 63.1%+33.6pp | 78.2%+18.5pp | 70.6%+26.1pp |
| Annual return | 11.91% | 34.86%-23.0pp | 64.87%-53.0pp | 31.26%-19.3pp |
| Employer contribution / active EE | $2,193 | $1,991+10.2% | $4,676-53.1% | $2,727-19.6% |
| Participant deferral / active EE | $4,033 | $2,825+42.8% | $5,629-28.4% | $4,649-13.3% |
| Admin fee / account holder | $85 | $436-80.6% | $15,914-99.5% | $433-80.4% |