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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 | Contract Administrator | $61,760 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,646 | $183,539-82.8% | $155,556-79.7% | $145,897-78.3% |
| Participation rate | 0.0% | 82.7%-82.7pp | 78.2%-78.2pp | 80.3%-80.3pp |
| Annual return | 11.53% | 61.31%-49.8pp | 64.84%-53.3pp | 552.29%-540.8pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $49 | $19,275-99.7% | $15,885-99.7% | $13,390-99.6% |