Filed June 26, 2020 (most recent of 4 filings on file)
| 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% | $155,556-34.4% | $106,553-4.2% |
| Participation rate | 92.4% | 73.3%+19.1pp | 78.2%+14.2pp | 69.8%+22.6pp |
| Annual return | 14.44% | 15.76%-1.3pp | 64.84%-50.4pp | 17.37%-2.9pp |
| Employer contribution / active EE | $0 | $2,241-100.0% | $4,675-100.0% | $3,359-100.0% |
| Participant deferral / active EE | $9,203 | $4,567+101.5% | $5,631+63.4% | $5,562+65.4% |
| Admin fee / account holder | $15 | $56-73.5% | $15,885-99.9% | $80-81.4% |