Filed April 28, 2016 (most recent of 2 filings on file)
Total covered: 7 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $4,473 |
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 | $60,827 | $37,039+64.2% | $147,617-58.8% | $59,188+2.8% |
| Participation rate | 65.0% | 63.8%+1.2pp | 84.6%-19.6pp | 69.4%-4.4pp |
| Annual return | 1.36% | 7.19%-5.8pp | 61.98%-60.6pp | 5.51%-4.1pp |
| Employer contribution / active EE | $757 | $1,353-44.0% | $5,565-86.4% | $2,098-63.9% |
| Participant deferral / active EE | $2,625 | $2,094+25.4% | $4,895-46.4% | $3,265-19.6% |
| Admin fee / account holder | $6 | $60-90.5% | $11,611-100.0% | $92-93.8% |