Filed January 25, 2021 (most recent of 4 filings on file)
Total covered: 10 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,587 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $15,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $14,580 | $45,000-67.6% | $143,799-89.9% | $77,906-81.3% |
| Participation rate | 35.5% | 66.8%-31.3pp | 80.3%-44.8pp | 73.7%-38.1pp |
| Annual return | -10.22% | 29.03%-39.2pp | -0.04%-10.2pp | 12.16%-22.4pp |
| Employer contribution / active EE | $404 | $1,870-78.4% | $4,952-91.8% | $2,846-85.8% |
| Participant deferral / active EE | $614 | $3,157-80.5% | $5,638-89.1% | $4,805-87.2% |
| Admin fee / account holder | $25 | $98-74.9% | $14,677-99.8% | $133-81.3% |