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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $119,830 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $12,804 | $22,714-43.6% | $59,496-78.5% | $55,191-76.8% |
| Participation rate | 72.5% | 37.5%+35.0pp | 54.6%+17.9pp | 69.2%+3.3pp |
| Annual return | -0.37% | -44.01%+43.6pp | 182.05%-182.4pp | 10.78%-11.1pp |
| Employer contribution / active EE | $45 | $418-89.3% | $1,153-96.1% | $1,899-97.7% |
| Participant deferral / active EE | $664 | $843-21.3% | $1,829-63.7% | $3,046-78.2% |
| Admin fee / account holder | $184 | $83+120.5% | $2,232-91.8% | $91+102.5% |