Filed March 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $120,237 |
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 | $50,995 | $45,000+13.3% | $143,788-64.5% | $77,906-34.5% |
| Participation rate | 73.8% | 66.8%+7.0pp | 80.3%-6.5pp | 73.7%+0.1pp |
| Annual return | -13.85% | 29.03%-42.9pp | -0.03%-13.8pp | 12.16%-26.0pp |
| Employer contribution / active EE | $1,274 | $1,870-31.8% | $4,952-74.3% | $2,846-55.2% |
| Participant deferral / active EE | $4,107 | $3,157+30.1% | $5,638-27.2% | $4,805-14.5% |
| Admin fee / account holder | $104 | $98+5.6% | $14,675-99.3% | $133-21.6% |