Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $37,624 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,898 | $65,125-31.1% | $143,797-68.8% | $66,949-32.9% |
| Participation rate | 70.1% | 65.2%+4.9pp | 80.3%-10.3pp | 69.8%+0.2pp |
| Annual return | -16.60% | -11.13%-5.5pp | -0.04%-16.6pp | 1.57%-18.2pp |
| Employer contribution / active EE | $606 | $2,362-74.4% | $4,952-87.8% | $2,545-76.2% |
| Participant deferral / active EE | $4,228 | $2,920+44.8% | $5,638-25.0% | $4,239-0.3% |
| Admin fee / account holder | $190 | $503-62.2% | $14,679-98.7% | $594-68.0% |