Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $230,726 |
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 | $21,137 | $56,095-62.3% | $178,499-88.2% | $90,274-76.6% |
| Participation rate | 95.2% | 65.6%+29.7pp | 81.9%+13.3pp | 73.4%+21.9pp |
| Annual return | 15.79% | 28.81%-13.0pp | 151.10%-135.3pp | 53.97%-38.2pp |
| Employer contribution / active EE | $727 | $1,572-53.8% | $5,011-85.5% | $2,523-71.2% |
| Participant deferral / active EE | $2,139 | $2,669-19.9% | $5,202-58.9% | $4,231-49.4% |
| Admin fee / account holder | $70 | $101-30.8% | $13,986-99.5% | $114-38.9% |