Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $258,853 |
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 | $14,697 | $45,382-67.6% | $154,108-90.5% | $75,289-80.5% |
| Participation rate | 91.8% | 65.9%+25.9pp | 83.0%+8.7pp | 72.4%+19.4pp |
| Annual return | -4.24% | -0.47%-3.8pp | 735.21%-739.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $600 | $1,533-60.8% | $5,298-88.7% | $2,405-75.0% |
| Participant deferral / active EE | $1,628 | $2,384-31.7% | $5,081-68.0% | $3,739-56.5% |
| Admin fee / account holder | $81 | $89-9.6% | $13,411-99.4% | $102-21.1% |