Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,831 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,605 | $48,835-8.7% | $170,435-73.8% | $177,276-74.8% |
| Participation rate | 65.2% | 72.1%-6.9pp | 83.6%-18.4pp | 74.8%-9.6pp |
| Annual return | 13.81% | 19.44%-5.6pp | 205.94%-192.1pp | 21.25%-7.4pp |
| Employer contribution / active EE | $0 | $1,798-100.0% | $5,432-100.0% | $2,479-100.0% |
| Participant deferral / active EE | $2,774 | $2,757+0.6% | $4,939-43.8% | $3,881-28.5% |
| Admin fee / account holder | $1 | $52-98.1% | $13,881-100.0% | $154-99.4% |