Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $293,053 |
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 | $18,014 | $47,456-62.0% | $172,752-89.6% | $77,775-76.8% |
| Participation rate | 95.2% | 66.3%+28.9pp | 82.6%+12.6pp | 73.2%+22.0pp |
| Annual return | 20.29% | 35.57%-15.3pp | 802.97%-782.7pp | 32.58%-12.3pp |
| Employer contribution / active EE | $662 | $1,574-57.9% | $5,144-87.1% | $2,504-73.5% |
| Participant deferral / active EE | $1,784 | $2,560-30.3% | $5,198-65.7% | $3,966-55.0% |
| Admin fee / account holder | $90 | $81+10.8% | $13,955-99.4% | $100-10.5% |