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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,039 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,003,150 | $101,539+887.9% | $147,041+582.2% | $74,400+1248.3% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 16.39% | 8740.84%-8724.5pp | 419.21%-402.8pp | 1367.51%-1351.1pp |
| Employer contribution / active EE | $19,044 | $3,811+399.7% | $4,935+285.9% | $2,624+625.6% |
| Participant deferral / active EE | $15,763 | $7,304+115.8% | $8,071+95.3% | $4,348+262.5% |
| Admin fee / account holder | $82 | $1,749-95.3% | $13,006-99.4% | $1,944-95.8% |