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 | $55,470-48.8% | $155,556-81.7% | $74,478-61.9% |
| Participation rate | 74.8% | 61.9%+12.9pp | 78.2%-3.5pp | 67.2%+7.5pp |
| Annual return | 8.87% | 269.80%-260.9pp | 64.84%-56.0pp | 1370.56%-1361.7pp |
| Employer contribution / active EE | $1,070 | $2,267-52.8% | $4,675-77.1% | $2,626-59.3% |
| Participant deferral / active EE | $1,970 | $2,838-30.6% | $5,631-65.0% | $4,350-54.7% |
| Admin fee / account holder | $224 | $1,744-87.2% | $15,885-98.6% | $1,946-88.5% |