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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 | $44,206-33.8% | $94,057-68.9% | $64,728-54.8% |
| Participation rate | 97.4% | 51.0%+46.4pp | 73.3%+24.0pp | 57.9%+39.5pp |
| Annual return | 5.50% | 259.42%-253.9pp | 480.62%-475.1pp | 49.38%-43.9pp |
| Employer contribution / active EE | $6,844 | $1,635+318.6% | $2,933+133.3% | $2,243+205.2% |
| Participant deferral / active EE | $2,465 | $1,902+29.6% | $4,709-47.7% | $2,729-9.7% |
| Admin fee / account holder | $15 | $1,230-98.8% | $7,244-99.8% | $1,145-98.7% |