Filed August 2, 2023 (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 | $147,755 |
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 | $46,750 | $45,382+3.0% | $154,108-69.7% | $75,289-37.9% |
| Participation rate | 90.5% | 65.9%+24.6pp | 83.0%+7.5pp | 72.4%+18.1pp |
| Annual return | -4.80% | -0.47%-4.3pp | 735.21%-740.0pp | -0.04%-4.8pp |
| Employer contribution / active EE | $1,330 | $1,533-13.2% | $5,298-74.9% | $2,405-44.7% |
| Participant deferral / active EE | $3,968 | $2,384+66.4% | $5,081-21.9% | $3,739+6.1% |
| Admin fee / account holder | $65 | $89-27.0% | $13,411-99.5% | $102-36.2% |