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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,632 |
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 | $132,736 | $98,760+34.4% | $149,715-11.3% | $79,858+66.2% |
| Participation rate | 95.2% | 75.8%+19.4pp | 82.5%+12.7pp | 69.6%+25.5pp |
| Annual return | 16.33% | 27.43%-11.1pp | 276.66%-260.3pp | 31.72%-15.4pp |
| Employer contribution / active EE | $3,319 | $3,217+3.2% | $4,645-28.5% | $2,471+34.3% |
| Participant deferral / active EE | $8,144 | $5,681+43.4% | $6,842+19.0% | $3,740+117.7% |
| Admin fee / account holder | $287 | $6,053-95.3% | $9,310-96.9% | $5,306-94.6% |