Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $26,274 |
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 | $40,209 | $52,967-24.1% | $172,753-76.7% | $65,186-38.3% |
| Participation rate | 70.4% | 66.2%+4.2pp | 82.6%-12.3pp | 70.2%+0.2pp |
| Annual return | 25.15% | 30.12%-5.0pp | 803.00%-777.9pp | 29.39%-4.2pp |
| Employer contribution / active EE | $547 | $2,190-75.0% | $5,144-89.4% | $2,177-74.9% |
| Participant deferral / active EE | $3,447 | $2,471+39.5% | $5,198-33.7% | $3,514-1.9% |
| Admin fee / account holder | $153 | $472-67.5% | $13,956-98.9% | $847-81.9% |