Filed February 3, 2020 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $100,141 |
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 | $58,025 | $53,204+9.1% | $155,556-62.7% | $200,096-71.0% |
| Participation rate | 63.1% | 64.1%-1.0pp | 78.2%-15.2pp | 72.0%-9.0pp |
| Annual return | 18.06% | 41.02%-23.0pp | 64.84%-46.8pp | 34.26%-16.2pp |
| Employer contribution / active EE | $1,569 | $1,850-15.2% | $4,675-66.4% | $3,038-48.4% |
| Participant deferral / active EE | $3,330 | $3,163+5.2% | $5,631-40.9% | $5,090-34.6% |
| Admin fee / account holder | $64 | $186-65.6% | $15,885-99.6% | $269-76.3% |