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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,493 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,556 | $81,233-66.1% | $155,567-82.3% | $80,874-65.9% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 6.95% | 33.33%-26.4pp | 64.74%-57.8pp | 35.62%-28.7pp |
| Employer contribution / active EE | $1,170 | $3,101-62.3% | $4,674-75.0% | $2,756-57.5% |
| Participant deferral / active EE | $1,542 | $3,452-55.3% | $5,628-72.6% | $4,297-64.1% |
| Admin fee / account holder | $18 | $7,998-99.8% | $15,916-99.9% | $6,935-99.7% |