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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,828 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,188 | $69,774-69.6% | $67,561-68.6% | $74,429-71.5% |
| Participation rate | 84.9% | 71.4%+13.5pp | 72.9%+12.0pp | 67.2%+17.7pp |
| Annual return | 15.31% | -40.53%+55.8pp | 3525.44%-3510.1pp | 1368.38%-1353.1pp |
| Employer contribution / active EE | $4,343 | $2,710+60.2% | $2,735+58.8% | $2,625+65.4% |
| Participant deferral / active EE | $2,602 | $3,636-28.5% | $4,003-35.0% | $4,348-40.2% |
| Admin fee / account holder | $37 | $890-95.8% | $4,006-99.1% | $1,944-98.1% |