Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,484 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $17,091 | $46,732-63.4% | $156,551-89.1% | $55,167-69.0% |
| Participation rate | 91.5% | 65.8%+25.7pp | 84.0%+7.5pp | 69.0%+22.5pp |
| Annual return | 7.92% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $930 | $2,105-55.8% | $5,501-83.1% | $1,963-52.6% |
| Participant deferral / active EE | $1,385 | $2,204-37.1% | $4,871-71.6% | $3,054-54.6% |
| Admin fee / account holder | $135 | $418-67.7% | $13,028-99.0% | $504-73.2% |