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 | $42,909-7.8% | $152,093-74.0% | $71,012-44.3% |
| Participation rate | 93.8% | 54.7%+39.1pp | 77.8%+16.0pp | 58.6%+35.2pp |
| Annual return | 12.75% | 30.57%-17.8pp | 66.36%-53.6pp | 37.67%-24.9pp |
| Employer contribution / active EE | $1,613 | $1,369+17.8% | $4,175-61.4% | $2,348-31.3% |
| Participant deferral / active EE | $2,294 | $1,904+20.5% | $5,451-57.9% | $3,246-29.3% |
| Admin fee / account holder | $66 | $1,014-93.5% | $14,497-99.5% | $1,167-94.3% |