Filed June 26, 2020 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $286,793 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,087 | $73,283+39.3% | $155,602-34.4% | $106,408-4.1% |
| Participation rate | 92.4% | 73.3%+19.1pp | 78.2%+14.2pp | 69.9%+22.5pp |
| Annual return | 14.44% | 15.76%-1.3pp | 64.81%-50.4pp | 17.37%-2.9pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,361-100.0% |
| Participant deferral / active EE | $9,203 | $4,567+101.5% | $5,629+63.5% | $5,567+65.3% |
| Admin fee / account holder | $15 | $56-73.5% | $15,923-99.9% | $79-81.3% |