Filed October 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $2,717 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,015 | $52,884-30.0% | $84,753-56.3% | $55,167-32.9% |
| Participation rate | 42.0% | 67.5%-25.5pp | 76.6%-34.6pp | 69.0%-27.0pp |
| Annual return | 7.46% | 18.03%-10.6pp | 22.78%-15.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,405 | $2,644-46.9% | $3,712-62.2% | $3,054-54.0% |
| Admin fee / account holder | $143 | $581-75.3% | $5,333-97.3% | $504-71.5% |