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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,275 |
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 | $17,520 | $36,916-52.5% | $156,551-88.8% | $57,658-69.6% |
| Participation rate | 91.6% | 63.4%+28.2pp | 84.0%+7.6pp | 70.2%+21.4pp |
| Annual return | 0.98% | 12.38%-11.4pp | 32.23%-31.2pp | 5.13%-4.2pp |
| Employer contribution / active EE | $1,126 | $1,571-28.3% | $5,501-79.5% | $1,974-42.9% |
| Participant deferral / active EE | $1,374 | $1,926-28.7% | $4,871-71.8% | $3,061-55.1% |
| Admin fee / account holder | $26 | $82-68.7% | $13,028-99.8% | $95-72.7% |