Filed August 2, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $150,603 |
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 | $35,306 | $37,039-4.7% | $147,617-76.1% | $59,188-40.4% |
| Participation rate | 96.3% | 63.8%+32.5pp | 84.6%+11.7pp | 69.4%+26.9pp |
| Annual return | 5.89% | 7.19%-1.3pp | 61.98%-56.1pp | 5.51%+0.4pp |
| Employer contribution / active EE | $1,094 | $1,353-19.1% | $5,564-80.3% | $2,098-47.9% |
| Participant deferral / active EE | $3,157 | $2,094+50.8% | $4,895-35.5% | $3,265-3.3% |
| Admin fee / account holder | $72 | $60+20.1% | $11,612-99.4% | $92-21.6% |