Filed February 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $1,900 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $16,274 | $42,367-61.6% | $79,583-79.6% | $64,824-74.9% |
| Participation rate | 92.5% | 64.7%+27.7pp | 69.5%+23.0pp | 71.5%+21.0pp |
| Annual return | -9.10% | -12.24%+3.1pp | 0.16%-9.3pp | 32.84%-41.9pp |
| Employer contribution / active EE | $610 | $1,181-48.3% | $2,414-74.7% | $2,507-75.7% |
| Participant deferral / active EE | $1,907 | $3,168-39.8% | $3,986-52.2% | $4,311-55.8% |
| Admin fee / account holder | $4 | $160-97.5% | $6,835-99.9% | $188-97.9% |