Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,299 |
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 | $28,657 | $47,163-39.2% | $149,696-80.9% | $74,460-61.5% |
| Participation rate | 97.4% | 63.4%+33.9pp | 78.8%+18.6pp | 70.7%+26.6pp |
| Annual return | 6.69% | 22.75%-16.1pp | 134.46%-127.8pp | 34.38%-27.7pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $0 | $2,730-100.0% | $5,682-100.0% | $4,530-100.0% |
| Admin fee / account holder | $18 | $343-94.9% | $13,212-99.9% | $348-95.0% |