Filed January 28, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $55,077 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $19,557 | $37,196-47.4% | $154,111-87.3% | $55,725-64.9% |
| Participation rate | 96.2% | 64.1%+32.1pp | 83.0%+13.1pp | 70.9%+25.3pp |
| Annual return | 8.02% | 1319.68%-1311.7pp | 735.18%-727.2pp | 244.93%-236.9pp |
| Employer contribution / active EE | $691 | $1,614-57.2% | $5,298-87.0% | $2,078-66.7% |
| Participant deferral / active EE | $1,316 | $2,068-36.4% | $5,081-74.1% | $3,356-60.8% |
| Admin fee / account holder | $62 | $102-39.0% | $13,411-99.5% | $115-46.2% |