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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,075 |
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 | $68,897 | $76,407-9.8% | $150,298-54.2% | $82,448-16.4% |
| Participation rate | 97.8% | 66.4%+31.4pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 16.96% | 39.99%-23.0pp | 62.79%-45.8pp | 41.64%-24.7pp |
| Employer contribution / active EE | $4,511 | $2,614+72.6% | $4,154+8.6% | $2,551+76.8% |
| Participant deferral / active EE | $3,954 | $3,214+23.0% | $5,453-27.5% | $4,139-4.5% |
| Admin fee / account holder | $49 | $6,352-99.2% | $14,116-99.7% | $7,234-99.3% |