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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 15 · EIN 35-0472300 | Recordkeeping | $7,292 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,357 | $78,976+13.1% | $100,383-11.0% | $74,546+19.9% |
| Participation rate | 75.7% | 79.5%-3.8pp | 81.5%-5.8pp | 67.2%+8.5pp |
| Annual return | 12.32% | 20.62%-8.3pp | 49.26%-36.9pp | 1366.03%-1353.7pp |
| Employer contribution / active EE | $3,903 | $3,019+29.3% | $3,944-1.0% | $2,624+48.7% |
| Participant deferral / active EE | $5,693 | $7,758-26.6% | $8,086-29.6% | $4,347+31.0% |
| Admin fee / account holder | $36 | $1,330-97.3% | $7,900-99.5% | $1,944-98.2% |