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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $280 |
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 | $22,787 | $46,732-51.2% | $156,551-85.4% | $55,167-58.7% |
| Participation rate | 87.1% | 65.8%+21.3pp | 84.0%+3.0pp | 69.0%+18.1pp |
| Annual return | -0.76% | 17.72%-18.5pp | 32.23%-33.0pp | 169.23%-170.0pp |
| Employer contribution / active EE | $1,872 | $2,105-11.1% | $5,501-66.0% | $1,963-4.6% |
| Participant deferral / active EE | $1,163 | $2,204-47.2% | $4,871-76.1% | $3,054-61.9% |
| Admin fee / account holder | $1 | $418-99.8% | $13,028-100.0% | $504-99.8% |