Filed February 26, 2020 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 1300 S. CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $50,003 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,954 | $81,948-80.5% | $90,766-82.4% | $64,824-75.4% |
| Participation rate | 99.4% | 80.5%+19.0pp | 75.7%+23.7pp | 71.5%+27.9pp |
| Annual return | -15.39% | -12.53%-2.9pp | -12.16%-3.2pp | 32.84%-48.2pp |
| Employer contribution / active EE | $255 | $3,067-91.7% | $2,922-91.3% | $2,507-89.8% |
| Participant deferral / active EE | $0 | $4,844-100.0% | $4,565-100.0% | $4,311-100.0% |
| Admin fee / account holder | $74 | $157-53.1% | $8,446-99.1% | $188-60.8% |