Filed October 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $2,610 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,571 | $50,464-25.5% | $75,784-50.4% | $52,331-28.2% |
| Participation rate | 42.1% | 66.8%-24.7pp | 75.8%-33.8pp | 68.1%-26.0pp |
| Annual return | -2.22% | 1.03%-3.2pp | 9.68%-11.9pp | 4.54%-6.8pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $3,323-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,445 | $2,570-43.8% | $3,652-60.4% | $3,022-52.2% |
| Admin fee / account holder | $170 | $1,103-84.6% | $5,300-96.8% | $592-71.2% |