Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,311 |
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 | $33,499 | $47,977-30.2% | $154,108-78.3% | $56,289-40.5% |
| Participation rate | 67.1% | 66.2%+0.9pp | 83.0%-15.9pp | 69.9%-2.8pp |
| Annual return | -5.05% | 3.54%-8.6pp | 735.21%-740.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $530 | $2,169-75.6% | $5,298-90.0% | $2,111-74.9% |
| Participant deferral / active EE | $3,174 | $2,392+32.7% | $5,081-37.5% | $3,350-5.3% |
| Admin fee / account holder | $138 | $438-68.4% | $13,411-99.0% | $521-73.4% |