Filed June 20, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $101,206 |
Service code 10 · EIN 04-2571780 21 EAST MAIN STREET · WESTBOROUGH, MA 01581 | Accounting | $4,780 |
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 | $24,905 | $37,117-32.9% | $147,617-83.1% | $55,191-54.9% |
| Participation rate | 81.7% | 63.6%+18.1pp | 84.6%-2.9pp | 69.2%+12.5pp |
| Annual return | 6.80% | 3.44%+3.4pp | 61.98%-55.2pp | 10.78%-4.0pp |
| Employer contribution / active EE | $1,327 | $1,620-18.1% | $5,564-76.1% | $1,899-30.1% |
| Participant deferral / active EE | $1,587 | $1,985-20.1% | $4,895-67.6% | $3,046-47.9% |
| Admin fee / account holder | $254 | $86+197.2% | $11,612-97.8% | $91+180.1% |