Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,243 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,613 | $63,964-42.8% | $147,618-75.2% | $67,505-45.8% |
| Participation rate | 70.0% | 68.6%+1.4pp | 84.6%-14.7pp | 71.2%-1.2pp |
| Annual return | 0.60% | 9.05%-8.4pp | 61.98%-61.4pp | 6.52%-5.9pp |
| Employer contribution / active EE | $0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $2,303 | $2,589-11.0% | $4,895-52.9% | $3,597-36.0% |
| Admin fee / account holder | $1 | $43-97.8% | $11,612-100.0% | $56-98.3% |