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 | $1,301 |
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 | $40,234 | $48,835-17.6% | $170,435-76.4% | $177,276-77.3% |
| Participation rate | 64.1% | 72.1%-7.9pp | 83.6%-19.5pp | 74.8%-10.7pp |
| Annual return | 199.09% | 19.44%+179.7pp | 205.94%-6.8pp | 21.25%+177.8pp |
| Employer contribution / active EE | $1,974 | $1,798+9.8% | $5,432-63.7% | $2,479-20.4% |
| Participant deferral / active EE | $0 | $2,757-100.0% | $4,939-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $52-99.6% | $13,881-100.0% | $154-99.9% |