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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,275 |
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 | $58,450 | $77,908-25.0% | $149,696-61.0% | $75,173-22.2% |
| Participation rate | 98.7% | 65.6%+33.1pp | 78.8%+19.9pp | 67.2%+31.5pp |
| Annual return | 13.41% | 31.73%-18.3pp | 134.46%-121.0pp | 160.72%-147.3pp |
| Employer contribution / active EE | $4,227 | $3,138+34.7% | $4,821-12.3% | $2,671+58.3% |
| Participant deferral / active EE | $4,413 | $3,411+29.4% | $5,682-22.3% | $4,126+7.0% |
| Admin fee / account holder | $36 | $5,950-99.4% | $13,212-99.7% | $5,651-99.4% |