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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $101,497 |
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 | $76,430 | $46,173+65.5% | $170,435-55.2% | $69,631+9.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 12.39% | 21.62%-9.2pp | 205.94%-193.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $759 | $1,610-52.8% | $5,432-86.0% | $2,032-62.6% |
| Participant deferral / active EE | $2,060 | $2,080-1.0% | $4,939-58.3% | $3,224-36.1% |
| Admin fee / account holder | $102 | $116-11.9% | $13,881-99.3% | $110-7.5% |