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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $305,732 |
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 | $58,984 | $53,204+10.9% | $155,556-62.1% | $200,096-70.5% |
| Participation rate | 90.6% | 64.1%+26.5pp | 78.2%+12.3pp | 72.0%+18.5pp |
| Annual return | 12.98% | 41.02%-28.0pp | 64.84%-51.9pp | 34.26%-21.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $4,548 | $3,163+43.8% | $5,631-19.2% | $5,090-10.6% |
| Admin fee / account holder | $113 | $186-39.2% | $15,885-99.3% | $269-58.1% |