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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $6,813 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $27,640 | $37,117-25.5% | $147,617-81.3% | $55,191-49.9% |
| Participation rate | 92.9% | 63.6%+29.3pp | 84.6%+8.3pp | 69.2%+23.8pp |
| Annual return | 2.46% | 3.44%-1.0pp | 61.98%-59.5pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,859 | $1,620+14.7% | $5,564-66.6% | $1,899-2.1% |
| Participant deferral / active EE | $2,832 | $1,985+42.6% | $4,895-42.2% | $3,046-7.0% |
| Admin fee / account holder | $4 | $86-95.3% | $11,612-100.0% | $91-95.6% |