Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,284 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,887 | $46,464-52.9% | $150,298-85.4% | $79,634-72.5% |
| Participation rate | 53.2% | 57.0%-3.7pp | 77.8%-24.5pp | 62.5%-9.3pp |
| Annual return | 8.19% | 27.89%-19.7pp | 62.79%-54.6pp | 36.46%-28.3pp |
| Employer contribution / active EE | $341 | $1,512-77.5% | $4,154-91.8% | $2,529-86.5% |
| Participant deferral / active EE | $1,191 | $2,157-44.8% | $5,453-78.2% | $3,835-68.9% |
| Admin fee / account holder | $1 | $891-99.9% | $14,116-100.0% | $1,002-99.9% |