Filed January 30, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 13 · EIN 35-0472300 P.O. BOX 2212 · FORT WAYNE, IN 46801 | Contract Administrator | $66,836 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $112,612 | $105,581+6.7% | $70,494+59.7% | $90,274+24.7% |
| Participation rate | 50.9% | 77.5%-26.6pp | 75.1%-24.1pp | 73.4%-22.4pp |
| Annual return | 5.40% | 14.78%-9.4pp | 109.16%-103.8pp | 53.97%-48.6pp |
| Employer contribution / active EE | $5,184 | $3,304+56.9% | $2,738+89.3% | $2,523+105.4% |
| Participant deferral / active EE | $2,614 | $3,813-31.4% | $3,711-29.5% | $4,231-38.2% |
| Admin fee / account holder | $53 | $68-21.4% | $3,848-98.6% | $114-53.5% |