Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $82,309 |
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 | $51,516 | $46,332+11.2% | $143,797-64.2% | $64,824-20.5% |
| Participation rate | 96.2% | 64.2%+32.0pp | 80.3%+15.9pp | 71.5%+24.7pp |
| Annual return | -15.59% | -10.05%-5.5pp | -0.04%-15.5pp | 32.84%-48.4pp |
| Employer contribution / active EE | $780 | $1,911-59.2% | $4,952-84.2% | $2,507-68.9% |
| Participant deferral / active EE | $4,011 | $2,647+51.5% | $5,638-28.9% | $4,311-7.0% |
| Admin fee / account holder | $112 | $154-27.2% | $14,679-99.2% | $188-40.4% |