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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN NATIONAL CORP (CR27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $975 |
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN NATIONAL CORP (EX27710) Service code 13 · EIN 35-1140070 | Contract Administrator | $250 |
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 | $46,130 | $62,928-26.7% | $172,755-73.3% | $67,579-31.7% |
| Participation rate | 78.1% | 64.5%+13.6pp | 82.6%-4.6pp | 71.3%+6.8pp |
| Annual return | 20.56% | 30.36%-9.8pp | 802.94%-782.4pp | 378.56%-358.0pp |
| Employer contribution / active EE | $3,091 | $1,636+88.9% | $5,144-39.9% | $2,148+43.9% |
| Participant deferral / active EE | $2,037 | $2,145-5.0% | $5,198-60.8% | $3,539-42.4% |
| Admin fee / account holder | $223 | $167+34.1% | $13,955-98.4% | $142+57.1% |