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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,874 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $104,655 | $50,919+105.5% | $155,556-32.7% | $77,762+34.6% |
| Participation rate | 75.0% | 63.1%+11.9pp | 78.2%-3.2pp | 70.6%+4.4pp |
| Annual return | 11.13% | 34.84%-23.7pp | 64.84%-53.7pp | 31.27%-20.1pp |
| Employer contribution / active EE | $2,127 | $1,991+6.8% | $4,675-54.5% | $2,728-22.0% |
| Participant deferral / active EE | $4,564 | $2,824+61.6% | $5,631-18.9% | $4,651-1.9% |
| Admin fee / account holder | $81 | $437-81.4% | $15,885-99.5% | $433-81.2% |