Filed February 19, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-0472300 | Contract Administrator | $58,170 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,500 | $56,767-63.9% | $101,794-79.9% | $85,563-76.0% |
| Participation rate | 91.1% | 57.6%+33.5pp | 69.2%+21.9pp | 66.0%+25.2pp |
| Annual return | 14.06% | 17.76%-3.7pp | 30.53%-16.5pp | 31.51%-17.5pp |
| Employer contribution / active EE | $663 | $1,112-40.4% | $2,289-71.0% | $2,654-75.0% |
| Participant deferral / active EE | $2,083 | $2,720-23.4% | $4,084-49.0% | $4,375-52.4% |
| Admin fee / account holder | $84 | $1,098-92.4% | $8,777-99.0% | $834-90.0% |