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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 | $51,878-43.6% | $68,368-57.2% | $79,634-63.3% |
| Participation rate | 97.4% | 53.7%+43.7pp | 73.8%+23.6pp | 62.5%+34.9pp |
| Annual return | 5.50% | 137.43%-131.9pp | 292.57%-287.1pp | 36.46%-31.0pp |
| Employer contribution / active EE | $6,844 | $1,931+254.4% | $2,649+158.4% | $2,529+170.6% |
| Participant deferral / active EE | $2,465 | $2,577-4.4% | $4,123-40.2% | $3,835-35.7% |
| Admin fee / account holder | $15 | $942-98.4% | $5,150-99.7% | $1,002-98.5% |