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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $35,771 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,616 | $60,795-61.2% | $69,464-66.0% | $65,185-63.8% |
| Participation rate | 98.0% | 74.9%+23.2pp | 74.6%+23.4pp | 70.2%+27.8pp |
| Annual return | 21.64% | 17.46%+4.2pp | 28.98%-7.3pp | 29.38%-7.7pp |
| Employer contribution / active EE | $3,395 | $2,452+38.5% | $2,779+22.2% | $2,177+56.0% |
| Participant deferral / active EE | $2,646 | $3,162-16.3% | $3,536-25.2% | $3,514-24.7% |
| Admin fee / account holder | $153 | $314-51.3% | $3,840-96.0% | $847-82.0% |