Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $27,738 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,633 | $53,216-76.3% | $155,534-91.9% | $199,960-93.7% |
| Participation rate | 60.6% | 64.1%-3.5pp | 78.2%-17.6pp | 72.0%-11.4pp |
| Annual return | 10.15% | 41.18%-31.0pp | 64.92%-54.8pp | 34.28%-24.1pp |
| Employer contribution / active EE | $1,686 | $1,848-8.8% | $4,675-63.9% | $3,036-44.5% |
| Participant deferral / active EE | $0 | $3,164-100.0% | $5,630-100.0% | $5,087-100.0% |
| Admin fee / account holder | $35 | $186-81.4% | $15,900-99.8% | $269-87.2% |