Filed June 26, 2020 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $220,561 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,362 | $58,202-47.8% | $172,757-82.4% | $89,609-66.1% |
| Participation rate | 92.2% | 72.8%+19.4pp | 82.6%+9.6pp | 69.6%+22.7pp |
| Annual return | 18.47% | 61.59%-43.1pp | 803.06%-784.6pp | 33.65%-15.2pp |
| Employer contribution / active EE | $5,386 | $1,759+206.2% | $5,144+4.7% | $2,584+108.4% |
| Participant deferral / active EE | $0 | $3,335-100.0% | $5,198-100.0% | $4,222-100.0% |
| Admin fee / account holder | $18 | $53-66.4% | $13,956-99.9% | $72-75.3% |