Filed January 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,929 |
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 | $85,152 | $37,117+129.4% | $147,617-42.3% | $55,191+54.3% |
| Participation rate | 78.4% | 63.6%+14.8pp | 84.6%-6.2pp | 69.2%+9.2pp |
| Annual return | 1.44% | 3.44%-2.0pp | 61.98%-60.5pp | 10.78%-9.3pp |
| Employer contribution / active EE | $2,579 | $1,620+59.2% | $5,564-53.7% | $1,899+35.8% |
| Participant deferral / active EE | $4,210 | $1,985+112.0% | $4,895-14.0% | $3,046+38.2% |
| Admin fee / account holder | $3 | $86-96.2% | $11,612-100.0% | $91-96.5% |