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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,521 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,091 | $63,745-24.6% | $98,442-51.1% | $79,386-39.4% |
| Participation rate | 96.4% | 69.9%+26.5pp | 73.3%+23.0pp | 70.7%+25.7pp |
| Annual return | 10.21% | 625.80%-615.6pp | 1492.73%-1482.5pp | 116.85%-106.6pp |
| Employer contribution / active EE | $2,594 | $2,557+1.5% | $2,960-12.3% | $2,427+6.9% |
| Participant deferral / active EE | $3,495 | $3,303+5.8% | $4,276-18.3% | $4,046-13.6% |
| Admin fee / account holder | $9 | $516-98.3% | $5,949-99.9% | $626-98.6% |