Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $78,695 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,007 | $37,196-0.5% | $154,108-76.0% | $55,725-33.6% |
| Participation rate | 92.0% | 64.1%+27.9pp | 83.0%+9.0pp | 70.9%+21.1pp |
| Annual return | -4.53% | 1319.68%-1324.2pp | 735.21%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $759 | $1,614-53.0% | $5,298-85.7% | $2,078-63.5% |
| Participant deferral / active EE | $3,564 | $2,068+72.3% | $5,081-29.9% | $3,356+6.2% |
| Admin fee / account holder | $99 | $102-2.7% | $13,411-99.3% | $115-14.2% |