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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,052 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,023 | $52,293-48.3% | $178,490-84.9% | $73,409-63.2% |
| Participation rate | 89.9% | 65.3%+24.5pp | 81.9%+7.9pp | 72.2%+17.7pp |
| Annual return | 4.84% | 34.75%-29.9pp | 151.07%-146.2pp | 59.29%-54.5pp |
| Employer contribution / active EE | $1,545 | $1,735-11.0% | $5,011-69.2% | $2,234-30.8% |
| Participant deferral / active EE | $2,636 | $2,332+13.0% | $5,202-49.3% | $3,805-30.7% |
| Admin fee / account holder | $37 | $127-70.7% | $13,984-99.7% | $158-76.4% |