Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $100,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,474 | $56,095+11.4% | $178,499-65.0% | $90,274-30.8% |
| Participation rate | 59.7% | 65.6%-5.9pp | 81.9%-22.2pp | 73.4%-13.7pp |
| Annual return | 16.47% | 28.81%-12.3pp | 151.10%-134.6pp | 53.97%-37.5pp |
| Employer contribution / active EE | $1,066 | $1,572-32.2% | $5,011-78.7% | $2,523-57.7% |
| Participant deferral / active EE | $3,218 | $2,669+20.6% | $5,202-38.1% | $4,231-23.9% |
| Admin fee / account holder | $106 | $101+5.5% | $13,986-99.2% | $114-6.9% |