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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 | $86,050-19.9% | $189,758-63.7% | $94,015-26.7% |
| Participation rate | 97.8% | 68.9%+28.9pp | 79.8%+18.0pp | 70.8%+26.9pp |
| Annual return | 16.96% | 17.77%-0.8pp | 52.62%-35.7pp | 17.84%-0.9pp |
| Employer contribution / active EE | $4,511 | $2,819+60.0% | $4,767-5.4% | $2,790+61.7% |
| Participant deferral / active EE | $3,954 | $3,349+18.1% | $5,856-32.5% | $4,249-7.0% |
| Admin fee / account holder | $49 | $6,627-99.3% | $20,388-99.8% | $8,951-99.5% |