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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $12,028 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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 | $30,141 | $41,377-27.2% | $109,313-72.4% | $62,881-52.1% |
| Participation rate | 90.8% | 57.5%+33.2pp | 71.3%+19.5pp | 69.3%+21.5pp |
| Annual return | 8.07% | 11.05%-3.0pp | 22.07%-14.0pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,605 | $1,276+25.8% | $3,892-58.8% | $2,281-29.6% |
| Participant deferral / active EE | $2,995 | $2,045+46.4% | $3,166-5.4% | $3,203-6.5% |
| Admin fee / account holder | $87 | $2,884-97.0% | $5,666-98.5% | $4,296-98.0% |