Filed September 23, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $117,681 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $57,790 | $37,117+55.7% | $147,617-60.9% | $55,191+4.7% |
| Participation rate | 47.2% | 63.6%-16.4pp | 84.6%-37.4pp | 69.2%-21.9pp |
| Annual return | -1.21% | 3.44%-4.7pp | 61.98%-63.2pp | 10.78%-12.0pp |
| Employer contribution / active EE | $589 | $1,620-63.7% | $5,564-89.4% | $1,899-69.0% |
| Participant deferral / active EE | $2,389 | $1,985+20.3% | $4,895-51.2% | $3,046-21.6% |
| Admin fee / account holder | $12 | $86-86.3% | $11,612-99.9% | $91-87.1% |