Filed January 20, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,688 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,669 | $50,982-26.1% | $154,803-75.7% | $85,563-56.0% |
| Participation rate | 100.0% | 59.8%+40.2pp | 78.1%+21.9pp | 66.0%+34.0pp |
| Annual return | 17.24% | 30.35%-13.1pp | 58.88%-41.6pp | 31.51%-14.3pp |
| Employer contribution / active EE | $2,302 | $1,708+34.7% | $4,305-46.5% | $2,654-13.3% |
| Participant deferral / active EE | $4,201 | $2,474+69.8% | $5,540-24.2% | $4,375-4.0% |
| Admin fee / account holder | $77 | $846-90.9% | $14,329-99.5% | $834-90.8% |