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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,557 |
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 | $21,847 | $62,928-65.3% | $172,753-87.4% | $67,582-67.7% |
| Participation rate | 89.6% | 64.5%+25.1pp | 82.6%+6.9pp | 71.3%+18.3pp |
| Annual return | 4.93% | 30.36%-25.4pp | 803.00%-798.1pp | 378.57%-373.6pp |
| Employer contribution / active EE | $1,640 | $1,636+0.3% | $5,144-68.1% | $2,148-23.6% |
| Participant deferral / active EE | $1,634 | $2,145-23.8% | $5,198-68.6% | $3,539-53.8% |
| Admin fee / account holder | $23 | $167-86.3% | $13,956-99.8% | $142-84.0% |