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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,096 | $56,485+15.2% | $185,823-65.0% | $86,799-25.0% |
| Participation rate | 95.2% | 65.5%+29.7pp | 81.7%+13.5pp | 72.3%+22.9pp |
| Annual return | 12.22% | 118.04%-105.8pp | 122.05%-109.8pp | 97.91%-85.7pp |
| Employer contribution / active EE | $659 | $1,843-64.3% | $5,167-87.3% | $2,405-72.6% |
| Participant deferral / active EE | $3,714 | $2,553+45.5% | $5,568-33.3% | $4,131-10.1% |
| Admin fee / account holder | $152 | $150+1.8% | $16,237-99.1% | $170-10.2% |