Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $9,759 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $57,456 | $46,173+24.4% | $170,439-66.3% | $69,631-17.5% |
| Participation rate | 85.6% | 63.9%+21.7pp | 83.6%+2.0pp | 70.7%+14.9pp |
| Annual return | 11.69% | 21.62%-9.9pp | 205.94%-194.3pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,433-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $6 | $116-94.5% | $13,881-100.0% | $110-94.2% |