Filed April 28, 2016 (most recent of 2 filings on file)
Total covered: 7 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $4,057 |
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 | $64,367 | $44,989+43.1% | $170,439-62.2% | $77,958-17.4% |
| Participation rate | 66.6% | 64.6%+2.0pp | 83.6%-17.0pp | 71.6%-5.0pp |
| Annual return | 16.06% | 19.61%-3.5pp | 205.94%-189.9pp | 20.87%-4.8pp |
| Employer contribution / active EE | $789 | $1,466-46.2% | $5,433-85.5% | $2,310-65.8% |
| Participant deferral / active EE | $2,691 | $2,208+21.9% | $4,939-45.5% | $3,537-23.9% |
| Admin fee / account holder | $4 | $69-93.6% | $13,881-100.0% | $97-95.4% |