Filed January 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $47,420 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $27,139 | $56,095-51.6% | $178,498-84.8% | $90,274-69.9% |
| Participation rate | 42.7% | 65.6%-22.9pp | 81.9%-39.3pp | 73.4%-30.7pp |
| Annual return | 3.73% | 28.81%-25.1pp | 151.09%-147.4pp | 53.97%-50.2pp |
| Employer contribution / active EE | $692 | $1,572-56.0% | $5,011-86.2% | $2,523-72.6% |
| Participant deferral / active EE | $825 | $2,669-69.1% | $5,202-84.1% | $4,231-80.5% |
| Admin fee / account holder | $63 | $101-37.8% | $13,985-99.6% | $114-45.1% |