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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,710 |
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 | $14,794 | $46,732-68.3% | $156,551-90.6% | $55,167-73.2% |
| Participation rate | 90.0% | 65.8%+24.2pp | 84.0%+6.0pp | 69.0%+21.0pp |
| Annual return | 3.06% | 17.72%-14.7pp | 32.23%-29.2pp | 169.23%-166.2pp |
| Employer contribution / active EE | $562 | $2,105-73.3% | $5,501-89.8% | $1,963-71.4% |
| Participant deferral / active EE | $849 | $2,204-61.5% | $4,871-82.6% | $3,054-72.2% |
| Admin fee / account holder | $30 | $418-92.8% | $13,028-99.8% | $504-94.0% |