Filed February 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $52,357 |
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 | $50,643 | $56,640-10.6% | $78,002-35.1% | $55,167-8.2% |
| Participation rate | 91.8% | 73.3%+18.5pp | 75.5%+16.3pp | 69.0%+22.8pp |
| Annual return | 10.03% | 2868.48%-2858.4pp | 425.99%-416.0pp | 169.23%-159.2pp |
| Employer contribution / active EE | $0 | $1,724-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,563 | $2,778+28.3% | $3,497+1.9% | $3,054+16.7% |
| Admin fee / account holder | $257 | $467-45.0% | $5,481-95.3% | $504-49.1% |