Filed October 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $180 |
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 | $27,511 | $73,863-62.8% | $143,797-80.9% | $68,490-59.8% |
| Participation rate | 82.9% | 66.7%+16.2pp | 80.3%+2.5pp | 67.9%+15.0pp |
| Annual return | -8.80% | 0.91%-9.7pp | -0.04%-8.8pp | -7.85%-0.9pp |
| Employer contribution / active EE | $1,324 | $3,185-58.4% | $4,952-73.3% | $2,597-49.0% |
| Participant deferral / active EE | $1,894 | $3,385-44.0% | $5,638-66.4% | $4,028-53.0% |
| Admin fee / account holder | $1 | $5,756-100.0% | $14,679-100.0% | $5,403-100.0% |