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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,492 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,063 | $46,688+5.1% | $189,758-74.1% | $69,733-29.6% |
| Participation rate | 93.3% | 61.7%+31.6pp | 79.8%+13.5pp | 62.5%+30.8pp |
| Annual return | 3.29% | 14.35%-11.1pp | 52.62%-49.3pp | 15.22%-11.9pp |
| Employer contribution / active EE | $3,746 | $1,695+121.0% | $4,767-21.4% | $2,250+66.5% |
| Participant deferral / active EE | $3,437 | $2,143+60.4% | $5,856-41.3% | $3,054+12.5% |
| Admin fee / account holder | $25 | $1,700-98.5% | $20,388-99.9% | $3,102-99.2% |