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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $67,530 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,887 | $48,471-30.1% | $182,531-81.4% | $67,579-49.9% |
| Participation rate | 70.9% | 67.2%+3.7pp | 78.0%-7.1pp | 71.3%-0.4pp |
| Annual return | 15.89% | 31.08%-15.2pp | 148.57%-132.7pp | 378.56%-362.7pp |
| Employer contribution / active EE | $1,923 | $1,461+31.6% | $4,075-52.8% | $2,148-10.5% |
| Participant deferral / active EE | $2,348 | $3,324-29.4% | $5,525-57.5% | $3,539-33.7% |
| Admin fee / account holder | $190 | $151+25.8% | $8,593-97.8% | $142+33.7% |