Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,392 |
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 | $25,934 | $52,961-51.0% | $172,755-85.0% | $65,185-60.2% |
| Participation rate | 78.3% | 66.2%+12.1pp | 82.6%-4.4pp | 70.2%+8.1pp |
| Annual return | 18.78% | 30.12%-11.3pp | 802.94%-784.2pp | 29.38%-10.6pp |
| Employer contribution / active EE | $880 | $2,190-59.8% | $5,144-82.9% | $2,177-59.6% |
| Participant deferral / active EE | $1,107 | $2,471-55.2% | $5,198-78.7% | $3,514-68.5% |
| Admin fee / account holder | $181 | $472-61.7% | $13,955-98.7% | $847-78.7% |