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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $27,652 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,787 | $58,726+8.6% | $142,898-55.4% | $85,851-25.7% |
| Participation rate | 82.1% | 58.5%+23.6pp | 72.0%+10.1pp | 69.3%+12.7pp |
| Annual return | 15.04% | 27.73%-12.7pp | 5639.64%-5624.6pp | 318.63%-303.6pp |
| Employer contribution / active EE | $1,705 | $1,424+19.8% | $4,146-58.9% | $2,565-33.5% |
| Participant deferral / active EE | $3,144 | $2,609+20.5% | $3,838-18.1% | $3,952-20.5% |
| Admin fee / account holder | $193 | $4,234-95.4% | $6,560-97.1% | $6,261-96.9% |