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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL COPORATION Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $35,360 |
Service code 13 · EIN 25-1650062 437 GRANT STREET · PITTSBURGH, PA 15219 | Contract Administrator | $5,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,712 | $37,196-30.9% | $154,114-83.3% | $55,725-53.9% |
| Participation rate | 64.2% | 64.1%+0.1pp | 83.0%-18.9pp | 70.9%-6.7pp |
| Annual return | 5.20% | 1319.68%-1314.5pp | 735.16%-730.0pp | 244.93%-239.7pp |
| Employer contribution / active EE | $784 | $1,614-51.4% | $5,298-85.2% | $2,078-62.3% |
| Participant deferral / active EE | $1,185 | $2,068-42.7% | $5,081-76.7% | $3,356-64.7% |
| Admin fee / account holder | $110 | $102+8.0% | $13,411-99.2% | $115-4.8% |