Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $891 |
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 | $18,646 | $58,895-68.3% | $178,503-89.6% | $73,497-74.6% |
| Participation rate | 55.7% | 66.2%-10.5pp | 81.9%-26.2pp | 70.7%-15.0pp |
| Annual return | 9.86% | 24.86%-15.0pp | 151.12%-141.3pp | 28.51%-18.7pp |
| Employer contribution / active EE | $1,053 | $2,236-52.9% | $5,011-79.0% | $2,270-53.6% |
| Participant deferral / active EE | $1,307 | $2,567-49.1% | $5,202-74.9% | $3,740-65.0% |
| Admin fee / account holder | $0 | $400-99.9% | $13,987-100.0% | $513-100.0% |