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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $35,387 |
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 | $51,743 | $61,391-15.7% | $149,723-65.4% | $71,529-27.7% |
| Participation rate | 82.8% | 62.5%+20.3pp | 78.8%+4.0pp | 67.9%+14.9pp |
| Annual return | 10.66% | 35.88%-25.2pp | 134.50%-123.8pp | 28.97%-18.3pp |
| Employer contribution / active EE | $2,162 | $2,384-9.3% | $4,821-55.2% | $2,590-16.5% |
| Participant deferral / active EE | $3,568 | $2,921+22.2% | $5,682-37.2% | $4,291-16.9% |
| Admin fee / account holder | $218 | $1,264-82.7% | $13,215-98.3% | $1,588-86.2% |