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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,858 |
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 | $56,100 | $52,884+6.1% | $84,753-33.8% | $55,167+1.7% |
| Participation rate | 83.3% | 67.5%+15.8pp | 76.6%+6.7pp | 69.0%+14.3pp |
| Annual return | 3.58% | 18.03%-14.4pp | 22.78%-19.2pp | 169.23%-165.6pp |
| Employer contribution / active EE | $1,441 | $2,233-35.5% | $3,574-59.7% | $1,963-26.6% |
| Participant deferral / active EE | $2,959 | $2,644+11.9% | $3,712-20.3% | $3,054-3.1% |
| Admin fee / account holder | $96 | $581-83.5% | $5,333-98.2% | $504-81.0% |