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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,073 |
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 | $29,169 | $50,919-42.7% | $155,556-81.2% | $77,762-62.5% |
| Participation rate | 79.1% | 63.1%+16.0pp | 78.2%+0.9pp | 70.6%+8.5pp |
| Annual return | 10.06% | 34.84%-24.8pp | 64.84%-54.8pp | 31.27%-21.2pp |
| Employer contribution / active EE | $899 | $1,991-54.9% | $4,675-80.8% | $2,728-67.1% |
| Participant deferral / active EE | $2,587 | $2,824-8.4% | $5,631-54.1% | $4,651-44.4% |
| Admin fee / account holder | $63 | $437-85.7% | $15,885-99.6% | $433-85.6% |