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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,012 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,250 | $49,796-41.3% | $136,867-78.6% | $69,255-57.8% |
| Participation rate | 97.4% | 62.1%+35.3pp | 74.5%+22.8pp | 69.0%+28.3pp |
| Annual return | 5.50% | 12.45%-6.9pp | 42.97%-37.5pp | 26.73%-21.2pp |
| Employer contribution / active EE | $6,844 | $2,044+234.8% | $3,547+92.9% | $2,645+158.7% |
| Participant deferral / active EE | $2,465 | $2,062+19.5% | $4,924-49.9% | $2,890-14.7% |
| Admin fee / account holder | $15 | $484-97.0% | $10,340-99.9% | $733-98.0% |