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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $33,060 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,938 | $113,293-75.3% | $67,511-58.6% | $199,768-86.0% |
| Participation rate | 98.9% | 73.3%+25.6pp | 72.9%+26.0pp | 72.0%+26.9pp |
| Annual return | 9.73% | 15.88%-6.2pp | 3517.41%-3507.7pp | 34.26%-24.5pp |
| Employer contribution / active EE | $2,918 | $3,401-14.2% | $2,733+6.8% | $3,037-3.9% |
| Participant deferral / active EE | $2,139 | $4,159-48.6% | $4,000-46.5% | $5,090-58.0% |
| Admin fee / account holder | $24 | $103-76.9% | $3,999-99.4% | $269-91.2% |