Filed January 13, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $172 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $21,943 | $55,453-60.4% | $170,435-87.1% | $62,293-64.8% |
| Participation rate | 67.7% | 66.4%+1.4pp | 83.6%-15.9pp | 69.5%-1.8pp |
| Annual return | 10.44% | 21.38%-10.9pp | 205.94%-195.5pp | 28.90%-18.5pp |
| Employer contribution / active EE | $3,007 | $2,164+39.0% | $5,432-44.7% | $2,042+47.2% |
| Participant deferral / active EE | $723 | $2,303-68.6% | $4,939-85.4% | $3,169-77.2% |
| Admin fee / account holder | $10 | $455-97.9% | $13,881-99.9% | $479-98.0% |