Filed October 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $706 |
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 | $30,999 | $95,415-67.5% | $185,851-83.3% | $85,851-63.9% |
| Participation rate | 94.8% | 68.8%+26.0pp | 81.7%+13.1pp | 69.3%+25.5pp |
| Annual return | 23.01% | 23.59%-0.6pp | 122.11%-99.1pp | 318.63%-295.6pp |
| Employer contribution / active EE | $1,384 | $3,314-58.2% | $5,168-73.2% | $2,565-46.0% |
| Participant deferral / active EE | $1,889 | $3,424-44.8% | $5,569-66.1% | $3,952-52.2% |
| Admin fee / account holder | $4 | $7,215-99.9% | $16,245-100.0% | $6,261-99.9% |