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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $26,488 |
Service code 15 · EIN 01-0278678 | Recordkeeping | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,510 | $46,697+16.7% | $117,529-53.6% | $68,490-20.4% |
| Participation rate | 75.3% | 56.8%+18.5pp | 70.6%+4.7pp | 67.9%+7.4pp |
| Annual return | -17.10% | -14.52%-2.6pp | 29.77%-46.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $1,576 | $1,506+4.6% | $4,179-62.3% | $2,597-39.3% |
| Participant deferral / active EE | $3,407 | $2,637+29.2% | $4,072-16.3% | $4,028-15.4% |
| Admin fee / account holder | $186 | $4,023-95.4% | $5,645-96.7% | $5,403-96.6% |