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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $308,952 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,147 | $115,744-48.9% | $100,391-41.1% | $199,593-70.4% |
| Participation rate | 99.0% | 85.7%+13.4pp | 81.5%+17.6pp | 72.0%+27.1pp |
| Annual return | 13.30% | 17.79%-4.5pp | 49.20%-35.9pp | 34.25%-20.9pp |
| Employer contribution / active EE | $1,681 | $3,657-54.0% | $3,942-57.3% | $3,034-44.6% |
| Participant deferral / active EE | $5,266 | $9,844-46.5% | $8,082-34.8% | $5,087+3.5% |
| Admin fee / account holder | $194 | $93+109.3% | $7,899-97.5% | $269-27.7% |