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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,895 |
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 | $38,489 | $55,453-30.6% | $170,442-77.4% | $62,292-38.2% |
| Participation rate | 88.3% | 66.4%+21.9pp | 83.6%+4.7pp | 69.5%+18.8pp |
| Annual return | 9.54% | 21.38%-11.8pp | 205.93%-196.4pp | 28.90%-19.4pp |
| Employer contribution / active EE | $595 | $2,164-72.5% | $5,433-89.0% | $2,042-70.9% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $17 | $455-96.3% | $13,880-99.9% | $479-96.5% |