Filed January 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $52,421 |
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.
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 | $109,737 | $204,517-46.3% | $69,464+58.0% | $77,775+41.1% |
| Participation rate | 47.2% | 74.6%-27.5pp | 74.6%-27.4pp | 73.2%-26.0pp |
| Annual return | 6.20% | 22.10%-15.9pp | 28.98%-22.8pp | 32.58%-26.4pp |
| Employer contribution / active EE | $4,618 | $3,548+30.2% | $2,779+66.2% | $2,504+84.4% |
| Participant deferral / active EE | $2,279 | $3,478-34.5% | $3,536-35.6% | $3,966-42.5% |
| Admin fee / account holder | $45 | $101-55.2% | $3,840-98.8% | $100-55.0% |