Filed February 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $58,346 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,973 | $63,299-6.8% | $91,001-35.2% | $62,292-5.3% |
| Participation rate | 93.2% | 73.3%+19.8pp | 75.6%+17.6pp | 69.5%+23.6pp |
| Annual return | 14.81% | 20.99%-6.2pp | 4.60%+10.2pp | 28.90%-14.1pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,507 | $2,943+19.2% | $3,547-1.1% | $3,169+10.7% |
| Admin fee / account holder | $292 | $468-37.6% | $5,417-94.6% | $479-39.1% |