Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $237,481 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,773 | $53,204-40.3% | $155,556-79.6% | $200,096-84.1% |
| Participation rate | 97.4% | 64.1%+33.3pp | 78.2%+19.2pp | 72.0%+25.4pp |
| Annual return | 8.77% | 41.02%-32.3pp | 64.84%-56.1pp | 34.26%-25.5pp |
| Employer contribution / active EE | $1,326 | $1,850-28.3% | $4,675-71.6% | $3,038-56.3% |
| Participant deferral / active EE | $3,401 | $3,163+7.5% | $5,631-39.6% | $5,090-33.2% |
| Admin fee / account holder | $103 | $186-44.7% | $15,885-99.4% | $269-61.8% |