Filed August 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,785 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,376 | $61,172-42.2% | $185,851-81.0% | $79,389-55.4% |
| Participation rate | 67.0% | 66.6%+0.4pp | 81.7%-14.7pp | 70.7%-3.7pp |
| Annual return | 14.64% | 19.45%-4.8pp | 122.11%-107.5pp | 116.89%-102.2pp |
| Employer contribution / active EE | $1,470 | $2,321-36.6% | $5,168-71.6% | $2,428-39.4% |
| Participant deferral / active EE | $2,289 | $2,788-17.9% | $5,569-58.9% | $4,046-43.4% |
| Admin fee / account holder | $48 | $710-93.2% | $16,245-99.7% | $626-92.3% |