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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $24,728 |
Service code 27 · EIN 34-1753575 | Advisory (Plan) | $9,904 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,243 | $89,123+22.6% | $102,460+6.6% | $77,762+40.5% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 8.61% | 25.05%-16.4pp | 29.47%-20.9pp | 31.27%-22.7pp |
| Employer contribution / active EE | $5,280 | $2,700+95.6% | $3,025+74.5% | $2,728+93.6% |
| Participant deferral / active EE | $5,990 | $5,148+16.4% | $5,056+18.5% | $4,651+28.8% |
| Admin fee / account holder | $35 | $236-85.2% | $9,460-99.6% | $433-92.0% |