Filed October 31, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,164 | $55,415-11.3% | $155,509-68.4% | $74,495-34.0% |
| Participation rate | 65.0% | 61.9%+3.1pp | 78.2%-13.2pp | 67.2%-2.2pp |
| Annual return | 12.23% | 268.50%-256.3pp | 64.67%-52.4pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $917 | $2,267-59.5% | $4,672-80.4% | $2,623-65.0% |
| Participant deferral / active EE | $5,633 | $2,836+98.6% | $5,626+0.1% | $4,346+29.6% |
| Admin fee / account holder | $202 | $1,738-88.4% | $15,912-98.7% | $1,942-89.6% |