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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,325 |
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 | $56,870 | $95,383-40.4% | $185,837-69.4% | $85,856-33.8% |
| Participation rate | 97.6% | 68.8%+28.8pp | 81.7%+15.9pp | 69.3%+28.2pp |
| Annual return | 28.88% | 23.59%+5.3pp | 122.08%-93.2pp | 318.58%-289.7pp |
| Employer contribution / active EE | $3,472 | $3,313+4.8% | $5,168-32.8% | $2,565+35.3% |
| Participant deferral / active EE | $3,767 | $3,423+10.0% | $5,568-32.4% | $3,952-4.7% |
| Admin fee / account holder | $34 | $7,213-99.5% | $16,241-99.8% | $6,261-99.5% |