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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,320 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $59,984 | $82,979-27.7% | $102,412-41.4% | $77,736-22.8% |
| Participation rate | 94.3% | 71.5%+22.8pp | 74.5%+19.8pp | 70.6%+23.7pp |
| Annual return | 13.65% | 19.11%-5.5pp | 24.94%-11.3pp | 31.26%-17.6pp |
| Employer contribution / active EE | $3,324 | $3,554-6.5% | $3,870-14.1% | $2,728+21.9% |
| Participant deferral / active EE | $4,328 | $4,109+5.3% | $5,060-14.5% | $4,651-6.9% |
| Admin fee / account holder | $19 | $639-97.0% | $8,388-99.8% | $433-95.6% |