Filed August 20, 2019 (most recent of 8 filings on file)
Total covered: 3 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,461 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 13 · EIN 74-1625348 | Contract Administrator | $12,989 |
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 | $39,124 | $43,110-9.2% | $156,551-75.0% | $65,292-40.1% |
| Participation rate | 88.9% | 69.3%+19.6pp | 84.0%+4.9pp | 72.4%+16.5pp |
| Annual return | 8.51% | 11.24%-2.7pp | 32.23%-23.7pp | 11.84%-3.3pp |
| Employer contribution / active EE | $1,926 | $1,702+13.2% | $5,501-65.0% | $2,302-16.3% |
| Participant deferral / active EE | $2,338 | $2,520-7.2% | $4,871-52.0% | $3,579-34.7% |
| Admin fee / account holder | $9 | $47-81.4% | $13,028-99.9% | $57-84.7% |