Filed February 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-0472300 | Contract Administrator | $33,948 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,081 | $54,245-66.7% | $93,727-80.7% | $77,762-76.7% |
| Participation rate | 92.0% | 63.9%+28.0pp | 68.7%+23.3pp | 70.6%+21.4pp |
| Annual return | 8.48% | 30.58%-22.1pp | 133.83%-125.4pp | 31.27%-22.8pp |
| Employer contribution / active EE | $666 | $1,168-42.9% | $2,421-72.5% | $2,728-75.6% |
| Participant deferral / active EE | $1,928 | $3,144-38.7% | $4,417-56.3% | $4,651-58.5% |
| Admin fee / account holder | $49 | $575-91.5% | $8,292-99.4% | $433-88.7% |