Filed October 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $538 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,289 | $77,920-61.1% | $149,723-79.8% | $75,177-59.7% |
| Participation rate | 79.7% | 65.6%+14.1pp | 78.8%+1.0pp | 67.2%+12.5pp |
| Annual return | 9.73% | 31.72%-22.0pp | 134.50%-124.8pp | 160.75%-151.0pp |
| Employer contribution / active EE | $1,284 | $3,138-59.1% | $4,821-73.4% | $2,671-51.9% |
| Participant deferral / active EE | $1,373 | $3,411-59.8% | $5,682-75.8% | $4,126-66.7% |
| Admin fee / account holder | $8 | $5,951-99.9% | $13,215-99.9% | $5,651-99.9% |