Filed February 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-0472300 | Contract Administrator | $26,790 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,232 | $50,956-62.3% | $96,562-80.1% | $86,799-77.8% |
| Participation rate | 93.2% | 65.2%+28.0pp | 69.8%+23.4pp | 72.3%+20.9pp |
| Annual return | 9.78% | 21.27%-11.5pp | 37.78%-28.0pp | 97.91%-88.1pp |
| Employer contribution / active EE | $561 | $1,111-49.5% | $2,356-76.2% | $2,405-76.7% |
| Participant deferral / active EE | $1,901 | $2,954-35.7% | $3,849-50.6% | $4,131-54.0% |
| Admin fee / account holder | $52 | $166-69.0% | $6,181-99.2% | $170-69.6% |