Filed October 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $75,236 |
MORNINGSTAR1+ years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $22 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,468 | $46,173-36.2% | $170,435-82.7% | $69,631-57.7% |
| Participation rate | 94.4% | 63.9%+30.5pp | 83.6%+10.8pp | 70.7%+23.7pp |
| Annual return | 15.60% | 21.62%-6.0pp | 205.94%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,369 | $1,610-15.0% | $5,432-74.8% | $2,032-32.6% |
| Participant deferral / active EE | $1,474 | $2,080-29.1% | $4,939-70.2% | $3,224-54.3% |
| Admin fee / account holder | $68 | $116-41.0% | $13,881-99.5% | $110-38.0% |