Filed July 17, 2020 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $389,611 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,152 | $53,684-58.7% | $170,435-87.0% | $80,976-72.6% |
| Participation rate | 94.8% | 69.2%+25.6pp | 83.6%+11.2pp | 68.3%+26.5pp |
| Annual return | 9.99% | 25.97%-16.0pp | 205.94%-195.9pp | 22.91%-12.9pp |
| Employer contribution / active EE | $2,025 | $1,642+23.3% | $5,432-62.7% | $2,402-15.7% |
| Participant deferral / active EE | $1,431 | $3,017-52.6% | $4,939-71.0% | $3,848-62.8% |
| Admin fee / account holder | $35 | $46-25.3% | $13,881-99.8% | $67-48.6% |