Filed August 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,931 |
Service code 27 · EIN 54-1498950 | Advisory (Plan) | $5,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,565 | $65,125-66.9% | $143,797-85.0% | $66,949-67.8% |
| Participation rate | 72.3% | 65.2%+7.1pp | 80.3%-8.0pp | 69.8%+2.5pp |
| Annual return | -14.61% | -11.13%-3.5pp | -0.04%-14.6pp | 1.57%-16.2pp |
| Employer contribution / active EE | $953 | $2,362-59.7% | $4,952-80.8% | $2,545-62.6% |
| Participant deferral / active EE | $1,623 | $2,920-44.4% | $5,638-71.2% | $4,239-61.7% |
| Admin fee / account holder | $71 | $503-85.9% | $14,679-99.5% | $594-88.1% |