Filed August 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $145 |
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 | $30,845 | $52,967-41.8% | $172,753-82.1% | $65,186-52.7% |
| Participation rate | 49.0% | 66.2%-17.2pp | 82.6%-33.6pp | 70.2%-21.2pp |
| Annual return | 18.81% | 30.12%-11.3pp | 803.00%-784.2pp | 29.39%-10.6pp |
| Employer contribution / active EE | $1,316 | $2,190-39.9% | $5,144-74.4% | $2,177-39.5% |
| Participant deferral / active EE | $2,382 | $2,471-3.6% | $5,198-54.2% | $3,514-32.2% |
| Admin fee / account holder | -$2 | $472-100.4% | $13,956-100.0% | $847-100.2% |