Filed August 2, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $178,757 |
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 | $69,803 | $53,204+31.2% | $155,556-55.1% | $200,096-65.1% |
| Participation rate | 89.1% | 64.1%+25.0pp | 78.2%+10.9pp | 72.0%+17.1pp |
| Annual return | 13.95% | 41.02%-27.1pp | 64.84%-50.9pp | 34.26%-20.3pp |
| Employer contribution / active EE | $1,849 | $1,850-0.1% | $4,675-60.5% | $3,038-39.1% |
| Participant deferral / active EE | $5,446 | $3,163+72.2% | $5,631-3.3% | $5,090+7.0% |
| Admin fee / account holder | $61 | $186-66.9% | $15,885-99.6% | $269-77.2% |