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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,267 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,117 | $79,223-49.4% | $102,460-60.8% | $74,478-46.1% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.8pp |
| Annual return | 12.30% | 54.98%-42.7pp | 29.47%-17.2pp | 1370.56%-1358.3pp |
| Employer contribution / active EE | $0 | $2,363-100.0% | $3,025-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $9,100 | $4,417+106.0% | $5,056+80.0% | $4,350+109.2% |
| Admin fee / account holder | $80 | $2,003-96.0% | $9,460-99.2% | $1,946-95.9% |