Filed August 15, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $400 |
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 | $33,010 | $58,895-44.0% | $178,503-81.5% | $73,497-55.1% |
| Participation rate | 60.4% | 66.2%-5.8pp | 81.9%-21.5pp | 70.7%-10.3pp |
| Annual return | 13.07% | 24.86%-11.8pp | 151.12%-138.0pp | 28.51%-15.4pp |
| Employer contribution / active EE | $1,503 | $2,236-32.8% | $5,011-70.0% | $2,270-33.8% |
| Participant deferral / active EE | $2,556 | $2,567-0.4% | $5,202-50.9% | $3,740-31.7% |
| Admin fee / account holder | $2 | $400-99.4% | $13,987-100.0% | $513-99.5% |