Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,633 | $65,092-72.9% | $143,799-87.7% | $66,938-73.7% |
| Participation rate | 43.6% | 65.2%-21.6pp | 80.3%-36.7pp | 69.8%-26.2pp |
| Annual return | -5.84% | -11.14%+5.3pp | -0.04%-5.8pp | 1.58%-7.4pp |
| Employer contribution / active EE | $822 | $2,362-65.2% | $4,952-83.4% | $2,545-67.7% |
| Participant deferral / active EE | $1,198 | $2,920-59.0% | $5,638-78.8% | $4,238-71.7% |
| Admin fee / account holder | $1 | $502-99.7% | $14,677-100.0% | $594-99.7% |