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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $36,018 |
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 | $91,025 | $90,064+1.1% | $100,415-9.4% | $77,762+17.1% |
| Participation rate | 100.0% | 81.3%+18.7pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 11.41% | 20.61%-9.2pp | 49.47%-38.1pp | 31.27%-19.9pp |
| Employer contribution / active EE | $2,811 | $3,043-7.7% | $3,943-28.7% | $2,728+3.0% |
| Participant deferral / active EE | $4,658 | $8,282-43.8% | $8,091-42.4% | $4,651+0.2% |
| Admin fee / account holder | $74 | $172-57.0% | $7,906-99.1% | $433-82.9% |