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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 P.O. BOX 2340 · FORT WAYNE, IN 46801 | Contract Administrator | $75 |
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,769 | $73,518-35.0% | $63,003-24.2% | $147,585-67.6% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.8%-74.8pp | 82.8%-82.8pp |
| Annual return | 3.64% | 175.46%-171.8pp | 87.59%-83.9pp | 578.56%-574.9pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19 | $5,952-99.7% | $3,600-99.5% | $10,885-99.8% |