Filed June 29, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $108,094 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,096 | $56,540+15.1% | $185,849-65.0% | $86,821-25.0% |
| Participation rate | 95.2% | 65.5%+29.6pp | 81.7%+13.4pp | 72.3%+22.9pp |
| Annual return | 12.22% | 118.20%-106.0pp | 122.10%-109.9pp | 97.94%-85.7pp |
| Employer contribution / active EE | $659 | $1,844-64.3% | $5,169-87.3% | $2,406-72.6% |
| Participant deferral / active EE | $3,714 | $2,555+45.3% | $5,569-33.3% | $4,132-10.1% |
| Admin fee / account holder | $152 | $150+1.7% | $16,244-99.1% | $170-10.2% |