Filed June 26, 2020 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-0472300 | Contract Administrator | $189,407 |
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 | $56,931 | $73,283-22.3% | $155,556-63.4% | $106,553-46.6% |
| Participation rate | 97.2% | 73.3%+23.9pp | 78.2%+18.9pp | 69.8%+27.3pp |
| Annual return | 11.96% | 15.76%-3.8pp | 64.84%-52.9pp | 17.37%-5.4pp |
| Employer contribution / active EE | $7,383 | $2,241+229.5% | $4,675+57.9% | $3,359+119.8% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $13 | $56-76.4% | $15,885-99.9% | $80-83.4% |