Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $18,053 |
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 | $39,766 | $55,453-28.3% | $170,435-76.7% | $62,293-36.2% |
| Participation rate | 58.9% | 66.4%-7.5pp | 83.6%-24.7pp | 69.5%-10.7pp |
| Annual return | 16.05% | 21.38%-5.3pp | 205.94%-189.9pp | 28.90%-12.8pp |
| Employer contribution / active EE | $470 | $2,164-78.3% | $5,432-91.3% | $2,042-77.0% |
| Participant deferral / active EE | $2,585 | $2,303+12.2% | $4,939-47.7% | $3,169-18.4% |
| Admin fee / account holder | $148 | $455-67.5% | $13,881-98.9% | $479-69.2% |