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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 | $101,672+886.6% | $147,117+581.9% | $74,478+1246.9% |
| Participation rate | 94.6% | 75.5%+19.1pp | 82.2%+12.5pp | 67.2%+27.4pp |
| Annual return | 16.39% | 8757.83%-8741.4pp | 420.54%-404.1pp | 1370.56%-1354.2pp |
| Employer contribution / active EE | $19,044 | $3,813+399.4% | $4,932+286.1% | $2,626+625.1% |
| Participant deferral / active EE | $15,763 | $7,305+115.8% | $8,065+95.5% | $4,350+262.3% |
| Admin fee / account holder | $82 | $1,753-95.3% | $12,993-99.4% | $1,946-95.8% |