Filed October 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $245 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,894 | $81,331-66.9% | $155,534-82.7% | $80,935-66.8% |
| Participation rate | 79.7% | 66.3%+13.4pp | 78.2%+1.5pp | 67.7%+12.0pp |
| Annual return | 7.94% | 33.37%-25.4pp | 64.92%-57.0pp | 35.66%-27.7pp |
| Employer contribution / active EE | $1,420 | $3,105-54.3% | $4,675-69.6% | $2,757-48.5% |
| Participant deferral / active EE | $1,623 | $3,454-53.0% | $5,630-71.2% | $4,299-62.3% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |