Filed March 10, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,796 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $59,420 | $73,459-19.1% | $178,528-66.7% | $74,429-20.2% |
| Participation rate | 68.8% | 66.5%+2.3pp | 77.1%-8.3pp | 67.2%+1.6pp |
| Annual return | 9.08% | 17.50%-8.4pp | 27.11%-18.0pp | 1368.38%-1359.3pp |
| Employer contribution / active EE | $2,222 | $2,219+0.1% | $3,950-43.7% | $2,625-15.3% |
| Participant deferral / active EE | $4,322 | $4,515-4.3% | $6,278-31.2% | $4,348-0.6% |
| Admin fee / account holder | $297 | $1,812-83.6% | $10,419-97.2% | $1,944-84.7% |