Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,578 |
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 | $45,625 | $45,382+0.5% | $154,111-70.4% | $75,289-39.4% |
| Participation rate | 60.2% | 65.9%-5.7pp | 83.0%-22.8pp | 72.4%-12.2pp |
| Annual return | -3.91% | -0.47%-3.4pp | 735.18%-739.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $982 | $1,533-35.9% | $5,298-81.5% | $2,405-59.2% |
| Participant deferral / active EE | $2,887 | $2,384+21.1% | $5,081-43.2% | $3,739-22.8% |
| Admin fee / account holder | $69 | $89-22.5% | $13,411-99.5% | $102-32.4% |