Filed January 13, 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 | $603 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,475 | $52,961-59.5% | $172,755-87.6% | $65,185-67.1% |
| Participation rate | 84.5% | 66.2%+18.3pp | 82.6%+1.8pp | 70.2%+14.3pp |
| Annual return | 13.40% | 30.12%-16.7pp | 802.94%-789.5pp | 29.38%-16.0pp |
| Employer contribution / active EE | $2,147 | $2,190-1.9% | $5,144-58.3% | $2,177-1.3% |
| Participant deferral / active EE | $821 | $2,471-66.8% | $5,198-84.2% | $3,514-76.6% |
| Admin fee / account holder | $8 | $472-98.3% | $13,955-99.9% | $847-99.1% |