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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 | $81,331-66.1% | $155,534-82.3% | $80,935-66.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.95% | 33.37%-26.4pp | 64.92%-58.0pp | 35.66%-28.7pp |
| Employer contribution / active EE | $1,170 | $3,105-62.3% | $4,675-75.0% | $2,757-57.6% |
| Participant deferral / active EE | $1,542 | $3,454-55.4% | $5,630-72.6% | $4,299-64.1% |
| Admin fee / account holder | $18 | $7,999-99.8% | $15,900-99.9% | $6,924-99.7% |