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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,720 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,089 | $57,976-61.9% | $63,018-64.9% | $62,293-64.5% |
| Participation rate | 85.6% | 75.9%+9.7pp | 74.8%+10.8pp | 69.5%+16.1pp |
| Annual return | 11.12% | 17.54%-6.4pp | 87.62%-76.5pp | 28.90%-17.8pp |
| Employer contribution / active EE | $3,251 | $2,415+34.7% | $2,761+17.8% | $2,042+59.2% |
| Participant deferral / active EE | $2,233 | $2,956-24.4% | $3,330-32.9% | $3,169-29.5% |
| Admin fee / account holder | $25 | $276-90.9% | $3,601-99.3% | $479-94.8% |