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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $75 |
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 | $18,164 | $37,117-51.1% | $147,618-87.7% | $55,191-67.1% |
| Participation rate | 89.0% | 63.6%+25.4pp | 84.6%+4.4pp | 69.2%+19.9pp |
| Annual return | 2.21% | 3.44%-1.2pp | 61.98%-59.8pp | 10.78%-8.6pp |
| Employer contribution / active EE | $661 | $1,620-59.2% | $5,565-88.1% | $1,899-65.2% |
| Participant deferral / active EE | $2,243 | $1,985+13.0% | $4,895-54.2% | $3,046-26.4% |
| Admin fee / account holder | $103 | $86+20.6% | $11,612-99.1% | $91+13.7% |