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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 | $89,808+1.4% | $100,383-9.3% | $77,671+17.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 81.5%+18.5pp | 70.6%+29.4pp |
| Annual return | 11.41% | 20.62%-9.2pp | 49.26%-37.9pp | 31.21%-19.8pp |
| Employer contribution / active EE | $2,811 | $3,039-7.5% | $3,944-28.7% | $2,726+3.1% |
| Participant deferral / active EE | $4,658 | $8,284-43.8% | $8,086-42.4% | $4,648+0.2% |
| Admin fee / account holder | $74 | $174-57.6% | $7,900-99.1% | $430-82.8% |