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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $54,345 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,728 | $79,223-9.5% | $102,460-30.0% | $74,478-3.7% |
| Participation rate | 96.7% | 74.8%+21.9pp | 76.5%+20.2pp | 67.2%+29.5pp |
| Annual return | 14.11% | 54.98%-40.9pp | 29.47%-15.4pp | 1370.56%-1356.5pp |
| Employer contribution / active EE | $6,351 | $2,363+168.8% | $3,025+110.0% | $2,626+141.8% |
| Participant deferral / active EE | $5,358 | $4,417+21.3% | $5,056+6.0% | $4,350+23.2% |
| Admin fee / account holder | $225 | $2,003-88.7% | $9,460-97.6% | $1,946-88.4% |