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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,094 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,674 | $59,584-11.6% | $86,645-39.2% | $79,395-33.7% |
| Participation rate | 72.0% | 67.7%+4.4pp | 71.7%+0.4pp | 70.7%+1.3pp |
| Annual return | 10.44% | 23.15%-12.7pp | 63.52%-53.1pp | 116.90%-106.5pp |
| Employer contribution / active EE | $1,324 | $1,768-25.1% | $2,496-47.0% | $2,428-45.5% |
| Participant deferral / active EE | $3,262 | $3,036+7.4% | $3,700-11.8% | $4,046-19.4% |
| Admin fee / account holder | $54 | $604-91.1% | $5,830-99.1% | $626-91.4% |