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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,482 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,174 | $39,859-61.9% | $78,676-80.7% | $57,658-73.7% |
| Participation rate | 98.7% | 66.1%+32.6pp | 73.6%+25.2pp | 70.2%+28.5pp |
| Annual return | 2.73% | 18.96%-16.2pp | 62.19%-59.5pp | 5.13%-2.4pp |
| Employer contribution / active EE | $1,989 | $1,786+11.4% | $2,850-30.2% | $1,974+0.8% |
| Participant deferral / active EE | $914 | $2,248-59.4% | $3,517-74.0% | $3,061-70.1% |
| Admin fee / account holder | $1 | $76-98.3% | $4,510-100.0% | $95-98.7% |