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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,017 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,870 | $91,198-48.6% | $178,503-73.7% | $79,856-41.3% |
| Participation rate | 95.9% | 69.2%+26.7pp | 81.9%+14.0pp | 69.6%+26.3pp |
| Annual return | 5.48% | 24.20%-18.7pp | 151.12%-145.6pp | 31.71%-26.2pp |
| Employer contribution / active EE | $3,581 | $3,257+10.0% | $5,011-28.5% | $2,471+44.9% |
| Participant deferral / active EE | $3,774 | $3,237+16.6% | $5,202-27.5% | $3,741+0.9% |
| Admin fee / account holder | $49 | $6,748-99.3% | $13,987-99.6% | $5,306-99.1% |