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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $17,320 |
Filed as: HEALTHCARE COMMUNITY SECURITIES Service code 13 · EIN 14-1764768 | Contract Administrator | $3,807 |
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 | $63,259 | $52,293+21.0% | $178,503-64.6% | $73,412-13.8% |
| Participation rate | 74.5% | 65.3%+9.2pp | 81.9%-7.4pp | 72.2%+2.3pp |
| Annual return | 14.14% | 34.75%-20.6pp | 151.12%-137.0pp | 59.30%-45.2pp |
| Employer contribution / active EE | $642 | $1,736-63.0% | $5,011-87.2% | $2,234-71.3% |
| Participant deferral / active EE | $2,662 | $2,333+14.1% | $5,202-48.8% | $3,806-30.0% |
| Admin fee / account holder | $34 | $127-73.3% | $13,987-99.8% | $158-78.5% |