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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,670 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,799 | $65,582-72.9% | $64,101-72.2% | $71,511-75.1% |
| Participation rate | 88.2% | 73.2%+15.0pp | 72.3%+15.8pp | 67.9%+20.2pp |
| Annual return | 7.66% | 18.96%-11.3pp | 33.72%-26.1pp | 28.86%-21.2pp |
| Employer contribution / active EE | $4,259 | $2,671+59.5% | $2,749+55.0% | $2,589+64.5% |
| Participant deferral / active EE | $2,647 | $3,628-27.0% | $3,881-31.8% | $4,291-38.3% |
| Admin fee / account holder | $29 | $616-95.3% | $3,070-99.0% | $1,588-98.2% |