Filed October 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $106,794 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,413 | $47,126-7.9% | $149,673-71.0% | $74,419-41.7% |
| Participation rate | 74.5% | 63.4%+11.1pp | 78.8%-4.3pp | 70.7%+3.7pp |
| Annual return | 15.88% | 22.75%-6.9pp | 134.42%-118.5pp | 34.38%-18.5pp |
| Employer contribution / active EE | $1,535 | $1,905-19.5% | $4,818-68.1% | $2,637-41.8% |
| Participant deferral / active EE | $2,289 | $2,728-16.1% | $5,680-59.7% | $4,528-49.5% |
| Admin fee / account holder | $113 | $343-66.9% | $13,210-99.1% | $348-67.4% |