Filed July 3, 2018 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $39,814 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,114 | $55,437-24.0% | $155,534-72.9% | $74,459-43.4% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 20.80% | 269.58%-248.8pp | 64.92%-44.1pp | 1369.70%-1348.9pp |
| Employer contribution / active EE | $2,967 | $2,266+30.9% | $4,675-36.5% | $2,626+13.0% |
| Participant deferral / active EE | $5,712 | $2,837+101.3% | $5,630+1.4% | $4,350+31.3% |
| Admin fee / account holder | $190 | $1,742-89.1% | $15,900-98.8% | $1,945-90.3% |