Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $43,570 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,737 | $58,888-59.7% | $178,499-86.7% | $73,493-67.7% |
| Participation rate | 84.7% | 66.2%+18.4pp | 81.9%+2.7pp | 70.7%+14.0pp |
| Annual return | 11.75% | 24.86%-13.1pp | 151.10%-139.4pp | 28.51%-16.8pp |
| Employer contribution / active EE | $921 | $2,236-58.8% | $5,011-81.6% | $2,270-59.4% |
| Participant deferral / active EE | $1,363 | $2,568-46.9% | $5,202-73.8% | $3,740-63.6% |
| Admin fee / account holder | $151 | $400-62.2% | $13,986-98.9% | $513-70.5% |