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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $126,446 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,428 | $23,385-51.1% | $69,182-83.5% | $57,658-80.2% |
| Participation rate | 78.1% | 37.9%+40.1pp | 55.1%+22.9pp | 70.2%+7.8pp |
| Annual return | 4.80% | -659.34%+664.1pp | -21.93%+26.7pp | 5.13%-0.3pp |
| Employer contribution / active EE | $80 | $422-81.1% | $1,206-93.4% | $1,974-96.0% |
| Participant deferral / active EE | $709 | $843-15.8% | $1,897-62.6% | $3,061-76.8% |
| Admin fee / account holder | $163 | $82+99.1% | $2,697-93.9% | $95+73.0% |