Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $15,736 | $46,360-66.1% | $147,617-89.3% | $52,331-69.9% |
| Participation rate | 48.4% | 64.9%-16.6pp | 84.6%-36.3pp | 68.1%-19.7pp |
| Annual return | 2.34% | 1.62%+0.7pp | 61.98%-59.6pp | 4.54%-2.2pp |
| Employer contribution / active EE | $611 | $2,126-71.3% | $5,564-89.0% | $1,882-67.5% |
| Participant deferral / active EE | $706 | $2,258-68.7% | $4,895-85.6% | $3,022-76.6% |
| Admin fee / account holder | $3 | $766-99.6% | $11,612-100.0% | $592-99.5% |