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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,324 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,429 | $50,637-85.3% | $86,582-91.4% | $62,293-88.1% |
| Participation rate | 77.1% | 67.9%+9.2pp | 73.5%+3.5pp | 69.5%+7.6pp |
| Annual return | 8.50% | 20.80%-12.3pp | 965.08%-956.6pp | 28.90%-20.4pp |
| Employer contribution / active EE | $940 | $2,075-54.7% | $2,839-66.9% | $2,042-54.0% |
| Participant deferral / active EE | $1,042 | $2,611-60.1% | $3,609-71.1% | $3,169-67.1% |
| Admin fee / account holder | $7 | $413-98.2% | $4,904-99.8% | $479-98.5% |