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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 15 · EIN 35-0472300 | Recordkeeping | $3,751 |
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 | $57,125 | $78,781-27.5% | $100,535-43.2% | $73,412-22.2% |
| Participation rate | 73.9% | 80.0%-6.1pp | 79.4%-5.5pp | 72.2%+1.7pp |
| Annual return | 19.49% | 31.69%-12.2pp | 30.90%-11.4pp | 59.30%-39.8pp |
| Employer contribution / active EE | $3,483 | $2,420+44.0% | $3,419+1.9% | $2,234+55.9% |
| Participant deferral / active EE | $4,794 | $6,537-26.7% | $6,271-23.6% | $3,806+26.0% |
| Admin fee / account holder | $14 | $145-90.3% | $8,085-99.8% | $158-91.1% |