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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $86,878 |
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 | $36,488 | $83,884-56.5% | $64,101-43.1% | $74,460-51.0% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 12.34% | 16.57%-4.2pp | 33.72%-21.4pp | 34.38%-22.0pp |
| Employer contribution / active EE | $3,347 | $3,084+8.5% | $2,749+21.8% | $2,638+26.9% |
| Participant deferral / active EE | $3,306 | $3,692-10.4% | $3,881-14.8% | $4,530-27.0% |
| Admin fee / account holder | $203 | $196+3.8% | $3,070-93.4% | $348-41.5% |