Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $535 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $22,349 | $56,540-60.5% | $185,849-88.0% | $86,821-74.3% |
| Participation rate | 54.4% | 65.5%-11.1pp | 81.7%-27.3pp | 72.3%-17.9pp |
| Annual return | 15.76% | 118.20%-102.4pp | 122.10%-106.3pp | 97.94%-82.2pp |
| Employer contribution / active EE | $291 | $1,844-84.2% | $5,169-94.4% | $2,406-87.9% |
| Participant deferral / active EE | $988 | $2,555-61.3% | $5,569-82.3% | $4,132-76.1% |
| Admin fee / account holder | $0 | $150-99.8% | $16,244-100.0% | $170-99.9% |