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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,934 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $40,782 | $84,236-51.6% | $170,435-76.1% | $70,126-41.8% |
| Participation rate | 96.6% | 70.8%+25.8pp | 83.6%+13.0pp | 69.5%+27.1pp |
| Annual return | 14.79% | 23.06%-8.3pp | 205.94%-191.2pp | 73.15%-58.4pp |
| Employer contribution / active EE | $1,414 | $3,387-58.2% | $5,432-74.0% | $2,343-39.6% |
| Participant deferral / active EE | $3,936 | $3,086+27.5% | $4,939-20.3% | $3,332+18.1% |
| Admin fee / account holder | $30 | $5,698-99.5% | $13,881-99.8% | $4,645-99.4% |