Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,732 |
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 | $15,546 | $47,977-67.6% | $154,108-89.9% | $56,289-72.4% |
| Participation rate | 44.7% | 66.2%-21.5pp | 83.0%-38.4pp | 69.9%-25.2pp |
| Annual return | -0.74% | 3.54%-4.3pp | 735.21%-735.9pp | -9.96%+9.2pp |
| Employer contribution / active EE | $504 | $2,169-76.8% | $5,298-90.5% | $2,111-76.1% |
| Participant deferral / active EE | $828 | $2,392-65.4% | $5,081-83.7% | $3,350-75.3% |
| Admin fee / account holder | $1 | $438-99.8% | $13,411-100.0% | $521-99.9% |