Filed August 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,246 | $84,236-65.3% | $170,435-82.8% | $70,126-58.3% |
| Participation rate | 61.4% | 70.8%-9.4pp | 83.6%-22.2pp | 69.5%-8.1pp |
| Annual return | 13.62% | 23.06%-9.4pp | 205.94%-192.3pp | 73.15%-59.5pp |
| Employer contribution / active EE | $1,451 | $3,387-57.1% | $5,432-73.3% | $2,343-38.0% |
| Participant deferral / active EE | $2,425 | $3,086-21.4% | $4,939-50.9% | $3,332-27.2% |
| Admin fee / account holder | $5 | $5,698-99.9% | $13,881-100.0% | $4,645-99.9% |