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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,999 |
Service code 16 · EIN 20-8532658 | Consulting | $10,000 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,612 | $60,989+25.6% | $60,906+25.8% | $66,938+14.5% |
| Participation rate | 87.9% | 74.5%+13.4pp | 73.1%+14.8pp | 69.8%+18.1pp |
| Annual return | -15.55% | -9.60%-6.0pp | 16.94%-32.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $7,219 | $2,661+171.3% | $2,703+167.1% | $2,545+183.6% |
| Participant deferral / active EE | $0 | $3,615-100.0% | $3,814-100.0% | $4,238-100.0% |
| Admin fee / account holder | $170 | $338-49.6% | $3,227-94.7% | $594-71.3% |