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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,424 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,786 | $62,928-87.6% | $172,739-95.5% | $67,579-88.5% |
| Participation rate | 98.9% | 64.5%+34.4pp | 82.6%+16.3pp | 71.3%+27.6pp |
| Annual return | 10.10% | 30.36%-20.3pp | 802.84%-792.7pp | 378.56%-368.5pp |
| Employer contribution / active EE | $1,092 | $1,636-33.3% | $5,143-78.8% | $2,148-49.2% |
| Participant deferral / active EE | $1,371 | $2,145-36.1% | $5,198-73.6% | $3,539-61.3% |
| Admin fee / account holder | $77 | $167-53.9% | $13,954-99.4% | $142-46.0% |