Filed January 13, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,036 | $47,977-56.2% | $154,111-86.3% | $56,287-62.6% |
| Participation rate | 56.3% | 66.2%-9.8pp | 83.0%-26.7pp | 69.9%-13.5pp |
| Annual return | -2.84% | 3.54%-6.4pp | 735.18%-738.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,938 | $2,169-10.6% | $5,298-63.4% | $2,111-8.2% |
| Participant deferral / active EE | $711 | $2,392-70.3% | $5,081-86.0% | $3,350-78.8% |
| Admin fee / account holder | $10 | $438-97.8% | $13,411-99.9% | $521-98.2% |