Filed October 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $3,157 |
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 | $41,114 | $58,726-30.0% | $92,240-55.4% | $62,293-34.0% |
| Participation rate | 43.9% | 68.3%-24.5pp | 76.5%-32.6pp | 69.5%-25.6pp |
| Annual return | 12.31% | 43.62%-31.3pp | 176.29%-164.0pp | 28.90%-16.6pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,680-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,317 | $2,766-52.4% | $3,897-66.2% | $3,169-58.5% |
| Admin fee / account holder | $161 | $556-71.1% | $5,194-96.9% | $479-66.4% |