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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,496 |
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 | $44,196 | $46,732-5.4% | $156,551-71.8% | $55,167-19.9% |
| Participation rate | 74.5% | 65.8%+8.7pp | 84.0%-9.5pp | 69.0%+5.6pp |
| Annual return | 6.95% | 17.72%-10.8pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $450 | $2,105-78.6% | $5,501-91.8% | $1,963-77.0% |
| Participant deferral / active EE | $3,954 | $2,204+79.4% | $4,871-18.8% | $3,054+29.5% |
| Admin fee / account holder | $53 | $418-87.3% | $13,028-99.6% | $504-89.4% |