Filed March 27, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $38,859 |
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 | $42,187 | $69,774-39.5% | $67,575-37.6% | $74,459-43.3% |
| Participation rate | 89.7% | 71.4%+18.3pp | 72.9%+16.8pp | 67.2%+22.5pp |
| Annual return | 14.98% | -40.53%+55.5pp | 3528.98%-3514.0pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $3,755 | $2,710+38.5% | $2,736+37.3% | $2,626+43.0% |
| Participant deferral / active EE | $5,111 | $3,636+40.6% | $4,003+27.7% | $4,350+17.5% |
| Admin fee / account holder | $177 | $890-80.1% | $3,993-95.6% | $1,945-90.9% |