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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $26,454 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,573 | $36,916-55.1% | $156,551-89.4% | $57,658-71.3% |
| Participation rate | 71.8% | 63.4%+8.4pp | 84.0%-12.2pp | 70.2%+1.6pp |
| Annual return | 0.98% | 12.38%-11.4pp | 32.23%-31.3pp | 5.13%-4.2pp |
| Employer contribution / active EE | $464 | $1,571-70.4% | $5,501-91.6% | $1,974-76.5% |
| Participant deferral / active EE | $1,219 | $1,926-36.7% | $4,871-75.0% | $3,061-60.2% |
| Admin fee / account holder | $40 | $82-51.5% | $13,028-99.7% | $95-57.7% |