Filed August 2, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $132,770 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $53,557 | $47,456+12.9% | $172,753-69.0% | $77,775-31.1% |
| Participation rate | 90.6% | 66.3%+24.4pp | 82.6%+8.0pp | 73.2%+17.4pp |
| Annual return | 22.07% | 35.57%-13.5pp | 803.00%-780.9pp | 32.58%-10.5pp |
| Employer contribution / active EE | $1,277 | $1,574-18.9% | $5,144-75.2% | $2,504-49.0% |
| Participant deferral / active EE | $3,878 | $2,560+51.5% | $5,198-25.4% | $3,966-2.2% |
| Admin fee / account holder | $54 | $81-32.9% | $13,956-99.6% | $100-45.8% |