Filed July 26, 2016 (most recent of 9 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $399,063 |
CROWE LLP1 year Service code 10 · EIN 35-0921680 | Accounting | $33,750 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,988 | $53,216-43.6% | $155,534-80.7% | $199,960-85.0% |
| Participation rate | 85.9% | 64.1%+21.8pp | 78.2%+7.7pp | 72.0%+13.9pp |
| Annual return | 103.52% | 41.18%+62.3pp | 64.92%+38.6pp | 34.28%+69.2pp |
| Employer contribution / active EE | $1,068 | $1,848-42.2% | $4,675-77.2% | $3,036-64.8% |
| Participant deferral / active EE | $4,097 | $3,164+29.5% | $5,630-27.2% | $5,087-19.5% |
| Admin fee / account holder | $85 | $186-54.0% | $15,900-99.5% | $269-68.3% |