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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,094 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $864,521 | $91,480+845.0% | $135,998+535.7% | $71,535+1108.5% |
| Participation rate | 92.9% | 75.7%+17.2pp | 81.9%+10.9pp | 67.9%+24.9pp |
| Annual return | 17.38% | 29.89%-12.5pp | 68.37%-51.0pp | 28.97%-11.6pp |
| Employer contribution / active EE | $18,647 | $3,705+403.2% | $4,860+283.7% | $2,590+620.0% |
| Participant deferral / active EE | $15,792 | $7,095+122.6% | $7,761+103.5% | $4,292+268.0% |
| Admin fee / account holder | $10 | $1,267-99.2% | $10,769-99.9% | $1,589-99.4% |