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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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,091 | $63,768-24.6% | $98,483-51.2% | $79,391-39.4% |
| Participation rate | 96.4% | 69.9%+26.5pp | 73.3%+23.0pp | 70.7%+25.7pp |
| Annual return | 10.21% | 626.18%-616.0pp | 1494.38%-1484.2pp | 116.88%-106.7pp |
| Employer contribution / active EE | $2,594 | $2,558+1.4% | $2,961-12.4% | $2,428+6.9% |
| Participant deferral / active EE | $3,495 | $3,305+5.7% | $4,276-18.3% | $4,046-13.6% |
| Admin fee / account holder | $9 | $516-98.3% | $5,953-99.9% | $627-98.6% |