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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $16,455 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,536 | $78,275-4.8% | $109,163-31.7% | $86,813-14.1% |
| Participation rate | 96.4% | 73.8%+22.6pp | 75.9%+20.5pp | 72.3%+24.1pp |
| Annual return | 13.08% | 19.14%-6.1pp | 25.75%-12.7pp | 97.93%-84.8pp |
| Employer contribution / active EE | $3,768 | $3,105+21.4% | $3,723+1.2% | $2,406+56.6% |
| Participant deferral / active EE | $5,039 | $3,641+38.4% | $4,654+8.3% | $4,131+22.0% |
| Admin fee / account holder | $29 | $198-85.4% | $6,754-99.6% | $170-82.9% |