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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Account maintenance fees; Recordkeepi... | $2,852 |
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,725 |
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 | $195,586 | $61,166+219.8% | $185,849+5.2% | $79,391+146.4% |
| Participation rate | 78.7% | 66.6%+12.1pp | 81.7%-3.0pp | 70.7%+8.0pp |
| Annual return | 11.76% | 19.45%-7.7pp | 122.10%-110.3pp | 116.88%-105.1pp |
| Employer contribution / active EE | $2,113 | $2,321-9.0% | $5,169-59.1% | $2,428-13.0% |
| Participant deferral / active EE | $3,485 | $2,789+25.0% | $5,569-37.4% | $4,046-13.9% |
| Admin fee / account holder | $17 | $710-97.6% | $16,244-99.9% | $627-97.2% |