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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,787 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,156 | $67,166-62.5% | $57,349-56.1% | $55,191-54.4% |
| Participation rate | 96.9% | 77.7%+19.2pp | 75.1%+21.8pp | 69.2%+27.7pp |
| Annual return | 1.38% | 4.22%-2.8pp | 24.40%-23.0pp | 10.78%-9.4pp |
| Employer contribution / active EE | $0 | $2,812-100.0% | $2,689-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,697 | $2,835-4.9% | $3,162-14.7% | $3,046-11.5% |
| Admin fee / account holder | $14 | $44-68.4% | $3,356-99.6% | $91-84.9% |