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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $684 |
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 | $83,064 | $58,264+42.6% | $86,617-4.1% | $71,495+16.2% |
| Participation rate | 88.1% | 65.0%+23.1pp | 71.7%+16.4pp | 67.9%+20.2pp |
| Annual return | 10.99% | 21.63%-10.6pp | 591.91%-580.9pp | 28.85%-17.9pp |
| Employer contribution / active EE | $5,846 | $2,574+127.1% | $3,023+93.3% | $2,589+125.7% |
| Participant deferral / active EE | $3,908 | $3,436+13.7% | $4,437-11.9% | $4,291-8.9% |
| Admin fee / account holder | $3 | $1,057-99.7% | $5,613-99.9% | $1,588-99.8% |