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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,470 |
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 | $30,499 | $50,902-40.1% | $155,534-80.4% | $77,736-60.8% |
| Participation rate | 78.2% | 63.1%+15.1pp | 78.2%0pp | 70.6%+7.6pp |
| Annual return | 13.85% | 34.85%-21.0pp | 64.92%-51.1pp | 31.26%-17.4pp |
| Employer contribution / active EE | $2,865 | $1,991+43.9% | $4,675-38.7% | $2,728+5.0% |
| Participant deferral / active EE | $1,583 | $2,824-43.9% | $5,630-71.9% | $4,651-66.0% |
| Admin fee / account holder | $13 | $437-96.9% | $15,900-99.9% | $433-96.9% |