Filed August 2, 2023 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $165,866 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,839 | $50,150+25.3% | $149,723-58.0% | $80,169-21.6% |
| Participation rate | 99.9% | 64.3%+35.6pp | 78.8%+21.1pp | 72.9%+27.0pp |
| Annual return | 17.79% | 29.80%-12.0pp | 134.50%-116.7pp | 40.39%-22.6pp |
| Employer contribution / active EE | $1,969 | $1,868+5.4% | $4,821-59.2% | $2,978-33.9% |
| Participant deferral / active EE | $5,486 | $3,195+71.7% | $5,682-3.5% | $5,016+9.4% |
| Admin fee / account holder | $59 | $153-61.1% | $13,215-99.6% | $145-59.0% |