Filed January 12, 2015
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 CORPORATION7+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $76,245 |
Filed as: VERATIS ADVISORS INC Service code 16 · EIN 56-2274965 1400 CRESCENT GREEN STE 110 · CARY, NC 27518 | Consulting | $62,049 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,825 | $56,540+163.2% | $185,851-19.9% | $86,821+71.4% |
| Participation rate | 85.3% | 65.5%+19.8pp | 81.7%+3.6pp | 72.3%+13.1pp |
| Annual return | 15.19% | 118.20%-103.0pp | 122.11%-106.9pp | 97.94%-82.7pp |
| Employer contribution / active EE | $3,073 | $1,844+66.6% | $5,168-40.5% | $2,406+27.7% |
| Participant deferral / active EE | $5,548 | $2,555+117.1% | $5,569-0.4% | $4,132+34.3% |
| Admin fee / account holder | $191 | $150+27.8% | $16,245-98.8% | $170+12.8% |