Filed June 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $25,598 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $33,465 | $37,117-9.8% | $147,617-77.3% | $55,191-39.4% |
| Participation rate | 51.4% | 63.6%-12.2pp | 84.6%-33.2pp | 69.2%-17.8pp |
| Annual return | 1.28% | 3.44%-2.2pp | 61.98%-60.7pp | 10.78%-9.5pp |
| Employer contribution / active EE | $475 | $1,620-70.7% | $5,564-91.5% | $1,899-75.0% |
| Participant deferral / active EE | $1,374 | $1,985-30.8% | $4,895-71.9% | $3,046-54.9% |
| Admin fee / account holder | $87 | $86+1.1% | $11,612-99.3% | $91-4.7% |