Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $28,918 |
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 | $8,660 | $45,000-80.8% | $143,788-94.0% | $77,906-88.9% |
| Participation rate | 41.1% | 66.8%-25.7pp | 80.3%-39.2pp | 73.7%-32.6pp |
| Annual return | -47.98% | 29.03%-77.0pp | -0.03%-47.9pp | 12.16%-60.1pp |
| Employer contribution / active EE | $1,136 | $1,870-39.3% | $4,952-77.1% | $2,846-60.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,638-100.0% | $4,805-100.0% |
| Admin fee / account holder | $39 | $98-60.4% | $14,675-99.7% | $133-70.6% |