Filed October 26, 2016
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,073 | $65,083-56.9% | $143,788-80.5% | $66,930-58.1% |
| Participation rate | 97.7% | 65.2%+32.5pp | 80.3%+17.4pp | 69.8%+27.9pp |
| Annual return | -12.42% | -11.13%-1.3pp | -0.03%-12.4pp | 1.57%-14.0pp |
| Employer contribution / active EE | $1,134 | $2,361-52.0% | $4,952-77.1% | $2,545-55.4% |
| Participant deferral / active EE | $1,903 | $2,920-34.8% | $5,638-66.3% | $4,238-55.1% |
| Admin fee / account holder | $238 | $502-52.6% | $14,675-98.4% | $593-59.9% |