Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,370 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,431 | $61,172-11.0% | $185,851-70.7% | $79,389-31.4% |
| Participation rate | 75.2% | 66.6%+8.5pp | 81.7%-6.6pp | 70.7%+4.4pp |
| Annual return | 17.02% | 19.45%-2.4pp | 122.11%-105.1pp | 116.89%-99.9pp |
| Employer contribution / active EE | $780 | $2,321-66.4% | $5,168-84.9% | $2,428-67.9% |
| Participant deferral / active EE | $4,408 | $2,788+58.1% | $5,569-20.8% | $4,046+9.0% |
| Admin fee / account holder | $218 | $710-69.3% | $16,245-98.7% | $626-65.2% |