Filed March 26, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,074 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,062 | $50,860-56.6% | $155,574-85.8% | $77,714-71.6% |
| Participation rate | 54.1% | 63.1%-9.0pp | 78.2%-24.1pp | 70.6%-16.5pp |
| Annual return | 9.40% | 34.86%-25.5pp | 64.87%-55.5pp | 31.26%-21.9pp |
| Employer contribution / active EE | $366 | $1,991-81.6% | $4,676-92.2% | $2,727-86.6% |
| Participant deferral / active EE | $1,194 | $2,825-57.7% | $5,629-78.8% | $4,649-74.3% |
| Admin fee / account holder | $1 | $436-99.8% | $15,914-100.0% | $433-99.8% |