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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,773 |
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 | $18,573 | $55,453-66.5% | $170,435-89.1% | $62,293-70.2% |
| Participation rate | 83.2% | 66.4%+16.8pp | 83.6%-0.4pp | 69.5%+13.7pp |
| Annual return | 8.28% | 21.38%-13.1pp | 205.94%-197.7pp | 28.90%-20.6pp |
| Employer contribution / active EE | $854 | $2,164-60.6% | $5,432-84.3% | $2,042-58.2% |
| Participant deferral / active EE | $1,091 | $2,303-52.6% | $4,939-77.9% | $3,169-65.6% |
| Admin fee / account holder | $27 | $455-94.1% | $13,881-99.8% | $479-94.4% |