Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $145,886 |
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 | $14,998 | $44,989-66.7% | $170,435-91.2% | $77,958-80.8% |
| Participation rate | 88.7% | 64.6%+24.1pp | 83.6%+5.1pp | 71.6%+17.0pp |
| Annual return | 16.81% | 19.61%-2.8pp | 205.94%-189.1pp | 20.87%-4.1pp |
| Employer contribution / active EE | $572 | $1,466-61.0% | $5,432-89.5% | $2,310-75.3% |
| Participant deferral / active EE | $1,409 | $2,208-36.2% | $4,939-71.5% | $3,537-60.2% |
| Admin fee / account holder | $46 | $69-33.3% | $13,881-99.7% | $97-52.8% |