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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,957 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,890 | $53,901-57.5% | $134,143-82.9% | $73,488-68.9% |
| Participation rate | 70.6% | 62.8%+7.8pp | 72.2%-1.5pp | 70.7%0pp |
| Annual return | 7.64% | 15.82%-8.2pp | 36.33%-28.7pp | 28.51%-20.9pp |
| Employer contribution / active EE | $739 | $1,458-49.4% | $3,704-80.1% | $2,270-67.5% |
| Participant deferral / active EE | $2,302 | $2,739-15.9% | $3,499-34.2% | $3,740-38.4% |
| Admin fee / account holder | $152 | $581-73.9% | $6,684-97.7% | $513-70.4% |