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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,381 |
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 | $31,147 | $47,135-33.9% | $149,717-79.2% | $74,440-58.2% |
| Participation rate | 98.6% | 63.4%+35.2pp | 78.8%+19.8pp | 70.7%+27.8pp |
| Annual return | 12.17% | 22.75%-10.6pp | 134.41%-122.2pp | 34.37%-22.2pp |
| Employer contribution / active EE | $1,312 | $1,906-31.1% | $4,820-72.8% | $2,638-50.3% |
| Participant deferral / active EE | $3,457 | $2,728+26.7% | $5,682-39.2% | $4,529-23.7% |
| Admin fee / account holder | $85 | $343-75.3% | $13,213-99.4% | $348-75.7% |