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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 | $43,496+12.8% | $161,489-69.6% | $64,340-23.7% |
| Participation rate | 93.3% | 53.5%+39.7pp | 78.7%+14.6pp | 55.2%+38.0pp |
| Annual return | 3.29% | 20.76%-17.5pp | 89.72%-86.4pp | 24.14%-20.9pp |
| Employer contribution / active EE | $3,746 | $1,431+161.8% | $4,268-12.2% | $1,862+101.2% |
| Participant deferral / active EE | $3,437 | $1,996+72.2% | $5,630-38.9% | $2,980+15.3% |
| Admin fee / account holder | $25 | $2,330-98.9% | $16,006-99.8% | $3,703-99.3% |