Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,178 |
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 | $15,048 | $46,360-67.5% | $147,617-89.8% | $52,331-71.2% |
| Participation rate | 89.8% | 64.9%+24.9pp | 84.6%+5.2pp | 68.1%+21.7pp |
| Annual return | -0.15% | 1.62%-1.8pp | 61.98%-62.1pp | 4.54%-4.7pp |
| Employer contribution / active EE | $854 | $2,126-59.8% | $5,564-84.6% | $1,882-54.6% |
| Participant deferral / active EE | $1,370 | $2,258-39.3% | $4,895-72.0% | $3,022-54.7% |
| Admin fee / account holder | $108 | $766-85.9% | $11,612-99.1% | $592-81.7% |