Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $23,620 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,401 | $52,293-82.0% | $178,490-94.7% | $73,409-87.2% |
| Participation rate | 81.4% | 65.3%+16.1pp | 81.9%-0.5pp | 72.2%+9.2pp |
| Annual return | 20.50% | 34.75%-14.2pp | 151.07%-130.6pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,567 | $1,735-9.7% | $5,011-68.7% | $2,234-29.9% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $5,202-100.0% | $3,805-100.0% |
| Admin fee / account holder | $27 | $127-79.1% | $13,984-99.8% | $158-83.2% |