Filed January 13, 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 | $5,591 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,879 | $58,879-61.1% | $178,490-87.2% | $73,488-68.9% |
| Participation rate | 88.7% | 66.2%+22.5pp | 81.9%+6.8pp | 70.7%+18.0pp |
| Annual return | 11.62% | 24.86%-13.2pp | 151.07%-139.4pp | 28.51%-16.9pp |
| Employer contribution / active EE | $2,121 | $2,236-5.2% | $5,011-57.7% | $2,270-6.6% |
| Participant deferral / active EE | $892 | $2,567-65.2% | $5,202-82.8% | $3,740-76.1% |
| Admin fee / account holder | $21 | $400-94.8% | $13,984-99.9% | $513-96.0% |