Filed October 4, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN NATIONAL Service code 13 · EIN 35-1140070 | Contract Administrator | $3,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,635 | $55,449-37.5% | $83,831-58.7% | $56,289-38.5% |
| Participation rate | 44.1% | 68.0%-23.9pp | 76.1%-32.0pp | 69.9%-25.7pp |
| Annual return | -3.95% | -1.38%-2.6pp | 850.99%-854.9pp | -9.96%+6.0pp |
| Employer contribution / active EE | $0 | $2,430-100.0% | $3,631-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,437 | $2,935-51.1% | $4,082-64.8% | $3,350-57.1% |
| Admin fee / account holder | $153 | $656-76.7% | $5,479-97.2% | $521-70.6% |