Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,159 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,407 | $55,446-48.8% | $155,574-81.7% | $74,429-61.8% |
| Participation rate | 74.8% | 61.9%+12.9pp | 78.2%-3.4pp | 67.2%+7.6pp |
| Annual return | 8.87% | 269.20%-260.3pp | 64.87%-56.0pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $1,070 | $2,266-52.8% | $4,676-77.1% | $2,625-59.2% |
| Participant deferral / active EE | $1,970 | $2,836-30.5% | $5,629-65.0% | $4,348-54.7% |
| Admin fee / account holder | $224 | $1,743-87.1% | $15,914-98.6% | $1,944-88.5% |