Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,833 |
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 | $46,420 | $44,989+3.2% | $170,435-72.8% | $77,958-40.5% |
| Participation rate | 60.7% | 64.6%-3.9pp | 83.6%-22.9pp | 71.6%-10.9pp |
| Annual return | 14.49% | 19.61%-5.1pp | 205.94%-191.4pp | 20.87%-6.4pp |
| Employer contribution / active EE | $975 | $1,466-33.5% | $5,432-82.1% | $2,310-57.8% |
| Participant deferral / active EE | $2,802 | $2,208+26.9% | $4,939-43.3% | $3,537-20.8% |
| Admin fee / account holder | $3 | $69-95.4% | $13,881-100.0% | $97-96.7% |