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 | $36,002-39.2% | $161,489-86.4% | $64,728-66.2% |
| Participation rate | 53.2% | 57.4%-4.2pp | 78.7%-25.5pp | 57.9%-4.7pp |
| Annual return | 8.19% | 33.93%-25.7pp | 89.72%-81.5pp | 49.38%-41.2pp |
| Employer contribution / active EE | $341 | $1,380-75.3% | $4,268-92.0% | $2,243-84.8% |
| Participant deferral / active EE | $1,191 | $1,815-34.4% | $5,630-78.8% | $2,729-56.4% |
| Admin fee / account holder | $1 | $931-99.9% | $16,006-100.0% | $1,145-99.9% |