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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,875 |
Service code 15 · EIN 45-4369278 | Recordkeeping | $270 |
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 | $57,320 | $58,726-2.4% | $92,240-37.9% | $62,293-8.0% |
| Participation rate | 88.2% | 68.3%+19.9pp | 76.5%+11.8pp | 69.5%+18.7pp |
| Annual return | 13.49% | 43.62%-30.1pp | 176.29%-162.8pp | 28.90%-15.4pp |
| Employer contribution / active EE | $1,639 | $2,392-31.5% | $3,680-55.5% | $2,042-19.8% |
| Participant deferral / active EE | $3,610 | $2,766+30.5% | $3,897-7.4% | $3,169+13.9% |
| Admin fee / account holder | $94 | $556-83.2% | $5,194-98.2% | $479-80.5% |