Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $742 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,510 | $61,166-68.1% | $185,837-89.5% | $79,393-75.4% |
| Participation rate | 51.5% | 66.6%-15.1pp | 81.7%-30.2pp | 70.7%-19.2pp |
| Annual return | 14.32% | 19.45%-5.1pp | 122.08%-107.8pp | 116.87%-102.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,168-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $1,395 | $2,789-50.0% | $5,568-75.0% | $4,046-65.5% |
| Admin fee / account holder | $1 | $710-99.9% | $16,241-100.0% | $627-99.9% |