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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $420 |
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 | $135,215 | $72,027+87.7% | $185,835-27.2% | $79,852+69.3% |
| Participation rate | 73.6% | 65.8%+7.8pp | 78.0%-4.4pp | 69.6%+4.0pp |
| Annual return | 18.21% | 23.13%-4.9pp | 35.96%-17.8pp | 31.72%-13.5pp |
| Employer contribution / active EE | $634 | $1,965-67.7% | $4,087-84.5% | $2,471-74.3% |
| Participant deferral / active EE | $5,874 | $3,780+55.4% | $5,633+4.3% | $3,740+57.0% |
| Admin fee / account holder | $37 | $4,513-99.2% | $9,502-99.6% | $5,306-99.3% |