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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 | $79,189-49.3% | $102,457-60.8% | $74,400-46.1% |
| Participation rate | 92.1% | 74.8%+17.3pp | 76.5%+15.6pp | 67.2%+24.9pp |
| Annual return | 12.30% | 54.98%-42.7pp | 29.41%-17.1pp | 1367.51%-1355.2pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,022-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $9,100 | $4,415+106.1% | $5,054+80.0% | $4,348+109.3% |
| Admin fee / account holder | $80 | $2,002-96.0% | $9,451-99.2% | $1,944-95.9% |