Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,466 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,765 | $61,356-72.7% | $149,696-88.8% | $71,511-76.6% |
| Participation rate | 52.4% | 62.5%-10.1pp | 78.8%-26.3pp | 67.9%-15.5pp |
| Annual return | 9.86% | 35.86%-26.0pp | 134.46%-124.6pp | 28.86%-19.0pp |
| Employer contribution / active EE | $1,353 | $2,382-43.2% | $4,821-71.9% | $2,589-47.7% |
| Participant deferral / active EE | $1,169 | $2,920-60.0% | $5,682-79.4% | $4,291-72.8% |
| Admin fee / account holder | $9 | $1,263-99.3% | $13,212-99.9% | $1,588-99.4% |