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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,982 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,291 | $65,322-67.4% | $70,476-69.8% | $73,493-71.0% |
| Participation rate | 87.8% | 77.0%+10.8pp | 75.1%+12.7pp | 70.7%+17.1pp |
| Annual return | 13.36% | 15.71%-2.3pp | 109.12%-95.8pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,086 | $2,460-55.9% | $2,738-60.3% | $2,270-52.2% |
| Participant deferral / active EE | $3,075 | $3,375-8.9% | $3,710-17.1% | $3,740-17.8% |
| Admin fee / account holder | $47 | $214-78.2% | $3,847-98.8% | $513-90.9% |