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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,999 |
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 | $17,532 | $77,908-77.5% | $149,696-88.3% | $75,173-76.7% |
| Participation rate | 80.6% | 65.6%+15.1pp | 78.8%+1.9pp | 67.2%+13.4pp |
| Annual return | 7.31% | 31.73%-24.4pp | 134.46%-127.2pp | 160.72%-153.4pp |
| Employer contribution / active EE | $1,044 | $3,138-66.7% | $4,821-78.4% | $2,671-60.9% |
| Participant deferral / active EE | $1,226 | $3,411-64.0% | $5,682-78.4% | $4,126-70.3% |
| Admin fee / account holder | $28 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |