Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $57,099 |
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 | $56,917 | $47,163+20.7% | $149,696-62.0% | $74,460-23.6% |
| Participation rate | 95.8% | 63.4%+32.4pp | 78.8%+17.0pp | 70.7%+25.1pp |
| Annual return | 17.17% | 22.75%-5.6pp | 134.46%-117.3pp | 34.38%-17.2pp |
| Employer contribution / active EE | $805 | $1,907-57.8% | $4,821-83.3% | $2,638-69.5% |
| Participant deferral / active EE | $4,171 | $2,730+52.8% | $5,682-26.6% | $4,530-7.9% |
| Admin fee / account holder | $76 | $343-77.9% | $13,212-99.4% | $348-78.3% |