Filed January 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $59,024 |
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 | $123,751 | $98,780+25.3% | $60,906+103.2% | $77,906+58.8% |
| Participation rate | 54.9% | 76.7%-21.8pp | 73.1%-18.2pp | 73.7%-18.8pp |
| Annual return | -9.80% | -11.56%+1.8pp | 16.94%-26.7pp | 12.16%-22.0pp |
| Employer contribution / active EE | $6,191 | $3,605+71.8% | $2,703+129.0% | $2,846+117.5% |
| Participant deferral / active EE | $3,157 | $4,200-24.8% | $3,814-17.2% | $4,805-34.3% |
| Admin fee / account holder | $44 | $89-50.9% | $3,227-98.7% | $133-67.2% |