Filed October 19, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,783 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,444 | $55,415-72.1% | $155,509-90.1% | $74,495-79.3% |
| Participation rate | 49.0% | 61.9%-12.9pp | 78.2%-29.2pp | 67.2%-18.2pp |
| Annual return | 8.13% | 268.50%-260.4pp | 64.67%-56.5pp | 1364.94%-1356.8pp |
| Employer contribution / active EE | $1,219 | $2,267-46.2% | $4,672-73.9% | $2,623-53.5% |
| Participant deferral / active EE | $1,165 | $2,836-58.9% | $5,626-79.3% | $4,346-73.2% |
| Admin fee / account holder | $64 | $1,738-96.3% | $15,912-99.6% | $1,942-96.7% |