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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,606 |
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 | $15,476 | $58,888-73.7% | $178,498-91.3% | $73,493-78.9% |
| Participation rate | 97.4% | 66.2%+31.1pp | 81.9%+15.4pp | 70.7%+26.7pp |
| Annual return | 4.92% | 24.86%-19.9pp | 151.09%-146.2pp | 28.51%-23.6pp |
| Employer contribution / active EE | $781 | $2,236-65.1% | $5,011-84.4% | $2,270-65.6% |
| Participant deferral / active EE | $1,363 | $2,568-46.9% | $5,202-73.8% | $3,740-63.5% |
| Admin fee / account holder | $27 | $400-93.2% | $13,985-99.8% | $513-94.7% |