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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,076 |
Participant contribution per participant 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 | $23,937 | $47,977-50.1% | $154,114-84.5% | $56,287-57.5% |
| Participation rate | 83.6% | 66.2%+17.5pp | 83.0%+0.6pp | 69.9%+13.8pp |
| Annual return | 2.76% | 3.54%-0.8pp | 735.16%-732.4pp | -9.96%+12.7pp |
| Employer contribution / active EE | $1,578 | $2,169-27.2% | $5,298-70.2% | $2,111-25.2% |
| Participant deferral / active EE | $643 | $2,392-73.1% | $5,081-87.3% | $3,350-80.8% |
| Admin fee / account holder | $29 | $438-93.4% | $13,411-99.8% | $521-94.5% |