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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,000 |
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Claims proc... | $0 |
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 | $197,902 | $52,967+273.6% | $172,753+14.6% | $65,186+203.6% |
| Participation rate | 85.6% | 66.2%+19.4pp | 82.6%+3.0pp | 70.2%+15.4pp |
| Annual return | 17.25% | 30.12%-12.9pp | 803.00%-785.8pp | 29.39%-12.1pp |
| Employer contribution / active EE | $4,527 | $2,190+106.7% | $5,144-12.0% | $2,177+108.0% |
| Participant deferral / active EE | $3,776 | $2,471+52.8% | $5,198-27.3% | $3,514+7.5% |
| Admin fee / account holder | $39 | $472-91.6% | $13,956-99.7% | $847-95.3% |