Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $67,621 |
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 | $63,792 | $50,919+25.3% | $155,556-59.0% | $77,762-18.0% |
| Participation rate | 93.4% | 63.1%+30.3pp | 78.2%+15.2pp | 70.6%+22.8pp |
| Annual return | 16.99% | 34.84%-17.8pp | 64.84%-47.8pp | 31.27%-14.3pp |
| Employer contribution / active EE | $818 | $1,991-58.9% | $4,675-82.5% | $2,728-70.0% |
| Participant deferral / active EE | $4,501 | $2,824+59.4% | $5,631-20.1% | $4,651-3.2% |
| Admin fee / account holder | $84 | $437-80.7% | $15,885-99.5% | $433-80.5% |