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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,584 | $50,902-16.3% | $155,534-72.6% | $77,736-45.2% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 16.72% | 34.85%-18.1pp | 64.92%-48.2pp | 31.26%-14.5pp |
| Employer contribution / active EE | $1,650 | $1,991-17.1% | $4,675-64.7% | $2,728-39.5% |
| Participant deferral / active EE | $3,356 | $2,824+18.8% | $5,630-40.4% | $4,651-27.8% |
| Admin fee / account holder | $150 | $437-65.7% | $15,900-99.1% | $433-65.4% |