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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $956 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $42,404 | $55,453-23.5% | $170,435-75.1% | $62,293-31.9% |
| Participation rate | 81.2% | 66.4%+14.8pp | 83.6%-2.4pp | 69.5%+11.7pp |
| Annual return | 9.06% | 21.38%-12.3pp | 205.94%-196.9pp | 28.90%-19.8pp |
| Employer contribution / active EE | $1,785 | $2,164-17.5% | $5,432-67.1% | $2,042-12.6% |
| Participant deferral / active EE | $2,943 | $2,303+27.8% | $4,939-40.4% | $3,169-7.1% |
| Admin fee / account holder | $9 | $455-98.1% | $13,881-99.9% | $479-98.2% |