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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 | $45,343+8.2% | $150,298-67.4% | $67,986-27.8% |
| Participation rate | 93.3% | 51.9%+41.4pp | 77.8%+15.5pp | 57.2%+36.1pp |
| Annual return | 3.29% | 33.28%-30.0pp | 62.79%-59.5pp | 31.67%-28.4pp |
| Employer contribution / active EE | $3,746 | $1,462+156.2% | $4,154-9.8% | $2,019+85.6% |
| Participant deferral / active EE | $3,437 | $2,055+67.3% | $5,453-37.0% | $3,358+2.4% |
| Admin fee / account holder | $25 | $2,250-98.9% | $14,116-99.8% | $3,203-99.2% |