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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 | $78,690-12.4% | $161,489-57.3% | $87,485-21.2% |
| Participation rate | 97.8% | 67.5%+30.3pp | 78.7%+19.1pp | 68.9%+28.8pp |
| Annual return | 16.96% | 32.74%-15.8pp | 89.72%-72.8pp | 26.06%-9.1pp |
| Employer contribution / active EE | $4,511 | $2,588+74.3% | $4,268+5.7% | $2,596+73.8% |
| Participant deferral / active EE | $3,954 | $3,311+19.4% | $5,630-29.8% | $4,274-7.5% |
| Admin fee / account holder | $49 | $6,724-99.3% | $16,006-99.7% | $7,775-99.4% |