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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,278 | $113,293+28.2% | $67,502+115.2% | $199,593-27.2% |
| Participation rate | 49.3% | 73.3%-24.0pp | 72.9%-23.6pp | 72.0%-22.7pp |
| Annual return | 13.90% | 15.88%-2.0pp | 3512.12%-3498.2pp | 34.25%-20.4pp |
| Employer contribution / active EE | $4,105 | $3,401+20.7% | $2,731+50.3% | $3,034+35.3% |
| Participant deferral / active EE | $2,419 | $4,159-41.8% | $4,000-39.5% | $5,087-52.5% |
| Admin fee / account holder | $57 | $103-44.0% | $3,998-98.6% | $269-78.6% |