Filed August 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $32,767 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,855 | $50,815-62.9% | $155,509-87.9% | $77,643-75.7% |
| Participation rate | 88.4% | 63.1%+25.3pp | 78.2%+10.2pp | 70.6%+17.8pp |
| Annual return | 14.22% | 34.80%-20.6pp | 64.67%-50.4pp | 31.24%-17.0pp |
| Employer contribution / active EE | $991 | $1,993-50.3% | $4,672-78.8% | $2,726-63.6% |
| Participant deferral / active EE | $1,591 | $2,822-43.6% | $5,626-71.7% | $4,647-65.8% |
| Admin fee / account holder | $84 | $437-80.7% | $15,912-99.5% | $430-80.4% |