Filed July 3, 2018 (most recent of 2 filings on file)
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| 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 | $55,472-24.1% | $155,567-72.9% | $74,546-43.5% |
| Participation rate | 97.1% | 61.9%+35.2pp | 78.2%+18.9pp | 67.2%+29.9pp |
| Annual return | 20.80% | 268.72%-247.9pp | 64.74%-43.9pp | 1366.03%-1345.2pp |
| Employer contribution / active EE | $2,967 | $2,269+30.8% | $4,674-36.5% | $2,624+13.1% |
| Participant deferral / active EE | $5,712 | $2,838+101.3% | $5,628+1.5% | $4,347+31.4% |
| Admin fee / account holder | $190 | $1,743-89.1% | $15,916-98.8% | $1,944-90.2% |