Filed February 26, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,900 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,192 | $76,050+5.4% | $96,544-16.9% | $71,457+12.2% |
| Participation rate | 94.0% | 74.4%+19.6pp | 76.0%+18.1pp | 67.9%+26.1pp |
| Annual return | 16.19% | 22.81%-6.6pp | 25.84%-9.6pp | 28.85%-12.7pp |
| Employer contribution / active EE | $3,180 | $2,244+41.7% | $2,965+7.3% | $2,588+22.9% |
| Participant deferral / active EE | $8,484 | $4,215+101.3% | $4,851+74.9% | $4,289+97.8% |
| Admin fee / account holder | $300 | $2,707-88.9% | $8,252-96.4% | $1,587-81.1% |