Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,306 |
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.
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 | $17,278 | $52,967-67.4% | $172,753-90.0% | $65,186-73.5% |
| Participation rate | 45.8% | 66.2%-20.4pp | 82.6%-36.8pp | 70.2%-24.4pp |
| Annual return | 11.37% | 30.12%-18.8pp | 803.00%-791.6pp | 29.39%-18.0pp |
| Employer contribution / active EE | $826 | $2,190-62.3% | $5,144-83.9% | $2,177-62.1% |
| Participant deferral / active EE | $961 | $2,471-61.1% | $5,198-81.5% | $3,514-72.7% |
| Admin fee / account holder | $1 | $472-99.7% | $13,956-100.0% | $847-99.8% |