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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 | $89,067+22.7% | $102,423+6.7% | $77,714+40.6% |
| Participation rate | 100.0% | 80.9%+19.1pp | 76.5%+23.5pp | 70.6%+29.4pp |
| Annual return | 8.61% | 25.01%-16.4pp | 29.42%-20.8pp | 31.26%-22.6pp |
| Employer contribution / active EE | $5,280 | $2,699+95.6% | $3,023+74.7% | $2,727+93.6% |
| Participant deferral / active EE | $5,990 | $5,147+16.4% | $5,054+18.5% | $4,649+28.8% |
| Admin fee / account holder | $35 | $236-85.2% | $9,455-99.6% | $433-92.0% |