Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,783 |
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 | $15,444 | $55,446-72.1% | $155,574-90.1% | $74,429-79.3% |
| Participation rate | 49.0% | 61.9%-12.9pp | 78.2%-29.2pp | 67.2%-18.2pp |
| Annual return | 8.13% | 269.20%-261.1pp | 64.87%-56.7pp | 1368.38%-1360.3pp |
| Employer contribution / active EE | $1,219 | $2,266-46.2% | $4,676-73.9% | $2,625-53.5% |
| Participant deferral / active EE | $1,165 | $2,836-58.9% | $5,629-79.3% | $4,348-73.2% |
| Admin fee / account holder | $64 | $1,743-96.3% | $15,914-99.6% | $1,944-96.7% |