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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,124 |
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 | $58,030 | $81,276-28.6% | $155,574-62.7% | $80,925-28.3% |
| Participation rate | 96.3% | 66.2%+30.1pp | 78.2%+18.1pp | 67.7%+28.7pp |
| Annual return | 15.56% | 33.36%-17.8pp | 64.87%-49.3pp | 35.65%-20.1pp |
| Employer contribution / active EE | $4,161 | $3,103+34.1% | $4,676-11.0% | $2,756+51.0% |
| Participant deferral / active EE | $3,962 | $3,453+14.7% | $5,629-29.6% | $4,299-7.8% |
| Admin fee / account holder | $40 | $7,993-99.5% | $15,914-99.8% | $6,940-99.4% |