Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,703 |
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 | $31,974 | $50,919-37.2% | $155,556-79.4% | $77,762-58.9% |
| Participation rate | 96.1% | 63.1%+33.0pp | 78.2%+17.9pp | 70.6%+25.5pp |
| Annual return | 10.67% | 34.84%-24.2pp | 64.84%-54.2pp | 31.27%-20.6pp |
| Employer contribution / active EE | $0 | $1,991-100.0% | $4,675-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $5,631-100.0% | $4,651-100.0% |
| Admin fee / account holder | $19 | $437-95.5% | $15,885-99.9% | $433-95.5% |