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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $31,199 |
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 | $20,935 | $55,453-62.2% | $170,435-87.7% | $62,293-66.4% |
| Participation rate | 94.8% | 66.4%+28.4pp | 83.6%+11.2pp | 69.5%+25.3pp |
| Annual return | 10.37% | 21.38%-11.0pp | 205.94%-195.6pp | 28.90%-18.5pp |
| Employer contribution / active EE | $355 | $2,164-83.6% | $5,432-93.5% | $2,042-82.6% |
| Participant deferral / active EE | $1,001 | $2,303-56.5% | $4,939-79.7% | $3,169-68.4% |
| Admin fee / account holder | $108 | $455-76.3% | $13,881-99.2% | $479-77.5% |