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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $91,013 |
Filed as: UNUM LIFE INS CO OF AMERICA Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $105,242 | $50,820+107.1% | $155,567-32.3% | $77,671+35.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 8.65% | 34.85%-26.2pp | 64.74%-56.1pp | 31.21%-22.6pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,674-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $5,628-100.0% | $4,648-100.0% |
| Admin fee / account holder | $153 | $436-64.9% | $15,916-99.0% | $430-64.4% |