Filed June 26, 2020 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $454,669 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $71,292 | $58,202+22.5% | $172,757-58.7% | $89,609-20.4% |
| Participation rate | 94.9% | 72.8%+22.0pp | 82.6%+12.2pp | 69.6%+25.3pp |
| Annual return | 23.28% | 61.59%-38.3pp | 803.06%-779.8pp | 33.65%-10.4pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $5,144-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $6,816 | $3,335+104.4% | $5,198+31.1% | $4,222+61.4% |
| Admin fee / account holder | $28 | $53-46.6% | $13,956-99.8% | $72-60.8% |