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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $27,861 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,262 | $50,151-67.6% | $149,717-89.1% | $80,149-79.7% |
| Participation rate | 33.9% | 64.3%-30.4pp | 78.8%-44.9pp | 72.9%-39.1pp |
| Annual return | 10.40% | 29.80%-19.4pp | 134.41%-124.0pp | 40.39%-30.0pp |
| Employer contribution / active EE | $398 | $1,867-78.7% | $4,820-91.7% | $2,977-86.6% |
| Participant deferral / active EE | $561 | $3,194-82.4% | $5,682-90.1% | $5,015-88.8% |
| Admin fee / account holder | $19 | $153-87.8% | $13,213-99.9% | $145-87.2% |