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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,460 |
Service code 16 · EIN 20-8532658 | Consulting | $12,878 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,309 | $65,582+51.4% | $64,099+54.9% | $71,495+38.9% |
| Participation rate | 91.4% | 73.2%+18.2pp | 72.3%+19.1pp | 67.9%+23.5pp |
| Annual return | 17.29% | 18.96%-1.7pp | 33.70%-16.4pp | 28.85%-11.6pp |
| Employer contribution / active EE | $7,813 | $2,671+192.6% | $2,748+184.3% | $2,589+201.7% |
| Participant deferral / active EE | $0 | $3,628-100.0% | $3,881-100.0% | $4,291-100.0% |
| Admin fee / account holder | $203 | $616-67.1% | $3,070-93.4% | $1,588-87.2% |