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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,231 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,425 | $52,967-12.4% | $172,753-73.1% | $65,186-28.8% |
| Participation rate | 92.8% | 66.2%+26.6pp | 82.6%+10.1pp | 70.2%+22.6pp |
| Annual return | 6.66% | 30.12%-23.5pp | 803.00%-796.3pp | 29.39%-22.7pp |
| Employer contribution / active EE | $1,718 | $2,190-21.6% | $5,144-66.6% | $2,177-21.1% |
| Participant deferral / active EE | $2,836 | $2,471+14.8% | $5,198-45.4% | $3,514-19.3% |
| Admin fee / account holder | $10 | $472-97.9% | $13,956-99.9% | $847-98.8% |