Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,166 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,278 | $46,464-28.4% | $150,298-77.9% | $79,634-58.2% |
| Participation rate | 92.3% | 57.0%+35.3pp | 77.8%+14.5pp | 62.5%+29.8pp |
| Annual return | 6.01% | 27.89%-21.9pp | 62.79%-56.8pp | 36.46%-30.4pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $4,154-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $22 | $891-97.6% | $14,116-99.8% | $1,002-97.8% |