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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,737 |
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 | $54,296 | $46,732+16.2% | $156,551-65.3% | $55,167-1.6% |
| Participation rate | 77.4% | 65.8%+11.6pp | 84.0%-6.6pp | 69.0%+8.4pp |
| Annual return | 6.08% | 17.72%-11.6pp | 32.23%-26.1pp | 169.23%-163.1pp |
| Employer contribution / active EE | $1,294 | $2,105-38.5% | $5,501-76.5% | $1,963-34.1% |
| Participant deferral / active EE | $3,810 | $2,204+72.9% | $4,871-21.8% | $3,054+24.8% |
| Admin fee / account holder | $200 | $418-52.3% | $13,028-98.5% | $504-60.4% |