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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,762 |
Participant contribution per participant 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 | $43,739 | $54,763-20.1% | $90,336-51.6% | $72,977-40.1% |
| Participation rate | 90.7% | 65.2%+25.6pp | 73.3%+17.5pp | 69.5%+21.3pp |
| Annual return | 19.36% | 30.63%-11.3pp | 78.15%-58.8pp | 81.02%-61.7pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $439 | $2,887-84.8% | $3,886-88.7% | $3,608-87.8% |
| Admin fee / account holder | $27 | $3,973-99.3% | $5,357-99.5% | $5,124-99.5% |