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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,445 |
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 | $18,497 | $43,999-58.0% | $79,466-76.7% | $55,725-66.8% |
| Participation rate | 92.0% | 66.9%+25.1pp | 73.3%+18.7pp | 70.9%+21.2pp |
| Annual return | 4.37% | 1.81%+2.6pp | 718.28%-713.9pp | 244.93%-240.6pp |
| Employer contribution / active EE | $3,472 | $1,830+89.8% | $2,800+24.0% | $2,078+67.1% |
| Participant deferral / active EE | $1,344 | $2,538-47.0% | $3,704-63.7% | $3,356-59.9% |
| Admin fee / account holder | $2 | $118-98.6% | $5,104-100.0% | $115-98.6% |