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 | $36,904+7.2% | $158,223-75.0% | $65,191-39.3% |
| Participation rate | 93.8% | 62.1%+31.7pp | 79.2%+14.6pp | 63.0%+30.8pp |
| Annual return | 12.75% | 24.43%-11.7pp | 52.09%-39.3pp | 51.24%-38.5pp |
| Employer contribution / active EE | $1,613 | $1,489+8.3% | $4,109-60.7% | $2,400-32.8% |
| Participant deferral / active EE | $2,294 | $1,936+18.5% | $5,467-58.0% | $2,671-14.1% |
| Admin fee / account holder | $66 | $793-91.7% | $16,047-99.6% | $907-92.7% |