Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,830 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,100 | $61,391-23.3% | $149,723-68.5% | $71,529-34.2% |
| Participation rate | 69.1% | 62.5%+6.6pp | 78.8%-9.7pp | 67.9%+1.2pp |
| Annual return | 19.43% | 35.88%-16.4pp | 134.50%-115.1pp | 28.97%-9.5pp |
| Employer contribution / active EE | $602 | $2,384-74.8% | $4,821-87.5% | $2,590-76.8% |
| Participant deferral / active EE | $4,307 | $2,921+47.5% | $5,682-24.2% | $4,291+0.4% |
| Admin fee / account holder | $180 | $1,264-85.7% | $13,215-98.6% | $1,588-88.7% |