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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $557 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,366 | $102,429-39.1% | $147,096-57.6% | $80,925-22.9% |
| Participation rate | 78.5% | 75.9%+2.6pp | 82.2%-3.7pp | 67.7%+10.8pp |
| Annual return | 14.36% | 135.02%-120.7pp | 419.75%-405.4pp | 35.65%-21.3pp |
| Employer contribution / active EE | $2,718 | $3,716-26.9% | $4,936-44.9% | $2,756-1.4% |
| Participant deferral / active EE | $3,622 | $6,649-45.5% | $8,071-55.1% | $4,299-15.7% |
| Admin fee / account holder | $0 | $7,957-100.0% | $13,005-100.0% | $6,940-100.0% |