Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,610 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,293 | $37,213-67.0% | $156,551-92.1% | $63,975-80.8% |
| Participation rate | 92.6% | 65.0%+27.6pp | 84.0%+8.5pp | 71.1%+21.4pp |
| Annual return | 7.91% | 47.89%-40.0pp | 32.23%-24.3pp | 48.65%-40.7pp |
| Employer contribution / active EE | $581 | $1,357-57.2% | $5,501-89.4% | $2,182-73.4% |
| Participant deferral / active EE | $1,394 | $2,070-32.7% | $4,871-71.4% | $3,356-58.5% |
| Admin fee / account holder | $12 | $56-78.2% | $13,028-99.9% | $70-82.6% |