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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Sales loads (front end and deferred);... | $547,621 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $144 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $80 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,277 | $67,512+26.3% | $185,854-54.1% | $93,010-8.3% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 27.36% | 21.04%+6.3pp | 122.12%-94.8pp | 158.70%-131.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $7,826 | $3,035+157.8% | $5,569+40.5% | $4,561+71.6% |
| Admin fee / account holder | $130 | $318-59.2% | $16,246-99.2% | $152-14.5% |