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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,567 |
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 | $17,391 | $46,100-62.3% | $86,582-79.9% | $69,631-75.0% |
| Participation rate | 98.4% | 67.2%+31.2pp | 73.5%+24.8pp | 70.7%+27.7pp |
| Annual return | 4.84% | 21.02%-16.2pp | 965.08%-960.2pp | 27571.02%-27566.2pp |
| Employer contribution / active EE | $4,581 | $1,850+147.6% | $2,839+61.3% | $2,032+125.4% |
| Participant deferral / active EE | $1,155 | $2,432-52.5% | $3,609-68.0% | $3,224-64.2% |
| Admin fee / account holder | $2 | $94-97.9% | $4,904-100.0% | $110-98.2% |