Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $350 |
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 | $23,052 | $46,173-50.1% | $170,435-86.5% | $69,631-66.9% |
| Participation rate | 55.5% | 63.9%-8.4pp | 83.6%-28.1pp | 70.7%-15.2pp |
| Annual return | 0.00% | 21.62%-21.6pp | 205.94%-205.9pp | 27571.02%-27571.0pp |
| Employer contribution / active EE | $899 | $1,610-44.1% | $5,432-83.4% | $2,032-55.7% |
| Participant deferral / active EE | $733 | $2,080-64.8% | $4,939-85.2% | $3,224-77.3% |
| Admin fee / account holder | $1 | $116-99.1% | $13,881-100.0% | $110-99.1% |