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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $33,893 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,775 | $50,815-39.4% | $155,509-80.2% | $77,643-60.4% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 8.76% | 34.80%-26.0pp | 64.67%-55.9pp | 31.24%-22.5pp |
| Employer contribution / active EE | $1,270 | $1,993-36.3% | $4,672-72.8% | $2,726-53.4% |
| Participant deferral / active EE | $3,460 | $2,822+22.6% | $5,626-38.5% | $4,647-25.5% |
| Admin fee / account holder | $85 | $437-80.6% | $15,912-99.5% | $430-80.3% |