Filed January 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,552 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,555 | $46,464-14.9% | $150,298-73.7% | $79,634-50.3% |
| Participation rate | 93.8% | 57.0%+36.8pp | 77.8%+16.0pp | 62.5%+31.3pp |
| Annual return | 12.75% | 27.89%-15.1pp | 62.79%-50.0pp | 36.46%-23.7pp |
| Employer contribution / active EE | $1,613 | $1,512+6.7% | $4,154-61.2% | $2,529-36.2% |
| Participant deferral / active EE | $2,294 | $2,157+6.4% | $5,453-57.9% | $3,835-40.2% |
| Admin fee / account holder | $66 | $891-92.6% | $14,116-99.5% | $1,002-93.4% |