Filed October 18, 2021
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,934 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $58,707 | $92,071-36.2% | $63,803-8.0% | $71,012-17.3% |
| Participation rate | 68.9% | 73.7%-4.8pp | 72.7%-3.8pp | 58.6%+10.3pp |
| Annual return | 11.97% | 13.14%-1.2pp | 543.72%-531.7pp | 37.67%-25.7pp |
| Employer contribution / active EE | $751 | $3,085-75.6% | $2,532-70.3% | $2,348-68.0% |
| Participant deferral / active EE | $2,884 | $3,765-23.4% | $3,843-25.0% | $3,246-11.1% |
| Admin fee / account holder | $9 | $227-96.2% | $5,196-99.8% | $1,167-99.3% |