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 CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $26,911 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,041 | $61,338-47.8% | $149,717-78.6% | $71,495-55.2% |
| Participation rate | 100.0% | 62.5%+37.5pp | 78.8%+21.2pp | 67.9%+32.1pp |
| Annual return | 20.68% | 35.86%-15.2pp | 134.41%-113.7pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,614 | $2,381+9.8% | $4,820-45.8% | $2,589+0.9% |
| Participant deferral / active EE | $5,103 | $2,919+74.8% | $5,682-10.2% | $4,291+18.9% |
| Admin fee / account holder | $136 | $1,263-89.2% | $13,213-99.0% | $1,588-91.4% |