Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $98,419 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,825 | $53,254+6.7% | $155,574-63.5% | $199,921-71.6% |
| Participation rate | 81.8% | 64.1%+17.7pp | 78.2%+3.6pp | 72.0%+9.8pp |
| Annual return | 10.05% | 41.18%-31.1pp | 64.87%-54.8pp | 34.28%-24.2pp |
| Employer contribution / active EE | $1,214 | $1,848-34.3% | $4,676-74.0% | $3,035-60.0% |
| Participant deferral / active EE | $3,996 | $3,165+26.3% | $5,629-29.0% | $5,089-21.5% |
| Admin fee / account holder | $75 | $186-59.4% | $15,914-99.5% | $269-72.0% |