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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $406 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,579 | $64,909+82.7% | $82,313+44.1% | $62,292+90.4% |
| Participation rate | 73.4% | 74.9%-1.5pp | 76.9%-3.5pp | 69.5%+3.9pp |
| Annual return | 17.43% | 21.18%-3.7pp | 25.88%-8.4pp | 28.90%-11.5pp |
| Employer contribution / active EE | $2,313 | $1,676+38.0% | $2,428-4.7% | $2,042+13.3% |
| Participant deferral / active EE | $8,261 | $3,103+166.2% | $3,706+122.9% | $3,169+160.7% |
| Admin fee / account holder | $2 | $440-99.5% | $5,608-100.0% | $479-99.5% |