Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $106,619 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,608 | $49,468+28.6% | $150,298-57.7% | $103,975-38.8% |
| Participation rate | 84.6% | 58.1%+26.5pp | 77.8%+6.9pp | 72.5%+12.1pp |
| Annual return | 15.48% | 38.98%-23.5pp | 62.79%-47.3pp | 19.41%-3.9pp |
| Employer contribution / active EE | $1,235 | $1,670-26.0% | $4,154-70.3% | $3,722-66.8% |
| Participant deferral / active EE | $4,118 | $2,650+55.4% | $5,453-24.5% | $5,343-22.9% |
| Admin fee / account holder | $78 | $385-79.6% | $14,116-99.4% | $332-76.4% |