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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,412 |
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 | $22,426 | $58,895-61.9% | $178,503-87.4% | $73,497-69.5% |
| Participation rate | 80.2% | 66.2%+14.0pp | 81.9%-1.7pp | 70.7%+9.5pp |
| Annual return | 5.92% | 24.86%-18.9pp | 151.12%-145.2pp | 28.51%-22.6pp |
| Employer contribution / active EE | $929 | $2,236-58.4% | $5,011-81.5% | $2,270-59.1% |
| Participant deferral / active EE | $1,031 | $2,567-59.8% | $5,202-80.2% | $3,740-72.4% |
| Admin fee / account holder | $34 | $400-91.4% | $13,987-99.8% | $513-93.3% |