Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $400 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,435 | $62,928-64.3% | $172,753-87.0% | $67,582-66.8% |
| Participation rate | 51.0% | 64.5%-13.5pp | 82.6%-31.6pp | 71.3%-20.3pp |
| Annual return | 4.52% | 30.36%-25.8pp | 803.00%-798.5pp | 378.57%-374.1pp |
| Employer contribution / active EE | $880 | $1,636-46.2% | $5,144-82.9% | $2,148-59.0% |
| Participant deferral / active EE | $1,006 | $2,145-53.1% | $5,198-80.6% | $3,539-71.6% |
| Admin fee / account holder | $1 | $167-99.4% | $13,956-100.0% | $142-99.3% |