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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,775 | $50,919-39.6% | $155,556-80.2% | $77,762-60.4% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 8.76% | 34.84%-26.1pp | 64.84%-56.1pp | 31.27%-22.5pp |
| Employer contribution / active EE | $1,270 | $1,991-36.2% | $4,675-72.8% | $2,728-53.5% |
| Participant deferral / active EE | $3,460 | $2,824+22.5% | $5,631-38.5% | $4,651-25.6% |
| Admin fee / account holder | $85 | $437-80.6% | $15,885-99.5% | $433-80.4% |