Filed January 18, 2022
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $251,162 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,459 | $45,000-61.2% | $143,799-87.9% | $77,906-77.6% |
| Participation rate | 88.5% | 66.8%+21.7pp | 80.3%+8.2pp | 73.7%+14.8pp |
| Annual return | -37.18% | 29.03%-66.2pp | -0.04%-37.1pp | 12.16%-49.3pp |
| Employer contribution / active EE | $814 | $1,870-56.5% | $4,952-83.6% | $2,846-71.4% |
| Participant deferral / active EE | $2,281 | $3,157-27.8% | $5,638-59.6% | $4,805-52.5% |
| Admin fee / account holder | $87 | $98-11.9% | $14,677-99.4% | $133-34.6% |