Filed January 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $72,817 |
TIAA9+ years Service code 13 · EIN 13-1624203 | Contract Administrator | $29,715 |
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 | $145,278 | $113,568+27.9% | $67,561+115.0% | $199,921-27.3% |
| Participation rate | 49.3% | 73.3%-24.0pp | 72.9%-23.6pp | 72.0%-22.7pp |
| Annual return | 13.90% | 15.88%-2.0pp | 3525.44%-3511.5pp | 34.28%-20.4pp |
| Employer contribution / active EE | $4,105 | $3,409+20.4% | $2,735+50.1% | $3,035+35.2% |
| Participant deferral / active EE | $2,419 | $4,163-41.9% | $4,003-39.6% | $5,089-52.5% |
| Admin fee / account holder | $57 | $102-43.9% | $4,006-98.6% | $269-78.7% |