Filed August 2, 2023 (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 | $172,165 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,484 | $67,512-7.4% | $185,823-66.4% | $93,030-32.8% |
| Participation rate | 88.6% | 67.1%+21.4pp | 81.7%+6.9pp | 73.9%+14.7pp |
| Annual return | 13.08% | 21.04%-8.0pp | 122.05%-109.0pp | 158.70%-145.6pp |
| Employer contribution / active EE | $1,666 | $1,783-6.6% | $5,167-67.8% | $2,706-38.4% |
| Participant deferral / active EE | $4,686 | $3,035+54.4% | $5,568-15.8% | $4,562+2.7% |
| Admin fee / account holder | $65 | $318-79.7% | $16,237-99.6% | $152-57.4% |