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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,827 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $18,203 | $83,884-78.3% | $64,097-71.6% | $74,473-75.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 13.15% | 16.57%-3.4pp | 33.75%-20.6pp | 34.36%-21.2pp |
| Employer contribution / active EE | $1,407 | $3,084-54.4% | $2,750-48.8% | $2,638-46.7% |
| Participant deferral / active EE | $2,136 | $3,692-42.2% | $3,881-45.0% | $4,530-52.9% |
| Admin fee / account holder | $78 | $196-60.0% | $3,070-97.4% | $347-77.4% |