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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,214 |
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 | $103,001 | $57,976+77.7% | $63,018+63.4% | $62,293+65.3% |
| Participation rate | 96.6% | 75.9%+20.6pp | 74.8%+21.8pp | 69.5%+27.1pp |
| Annual return | 9.63% | 17.54%-7.9pp | 87.62%-78.0pp | 28.90%-19.3pp |
| Employer contribution / active EE | $3,157 | $2,415+30.8% | $2,761+14.4% | $2,042+54.6% |
| Participant deferral / active EE | $6,921 | $2,956+134.1% | $3,330+107.9% | $3,169+118.4% |
| Admin fee / account holder | $28 | $276-89.9% | $3,601-99.2% | $479-94.2% |