Filed October 9, 2019
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $313 |
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,695 | $84,236-75.4% | $170,435-87.9% | $70,126-70.5% |
| Participation rate | 95.7% | 70.8%+24.9pp | 83.6%+12.1pp | 69.5%+26.2pp |
| Annual return | 8.44% | 23.06%-14.6pp | 205.94%-197.5pp | 73.15%-64.7pp |
| Employer contribution / active EE | $1,406 | $3,387-58.5% | $5,432-74.1% | $2,343-40.0% |
| Participant deferral / active EE | $1,370 | $3,086-55.6% | $4,939-72.3% | $3,332-58.9% |
| Admin fee / account holder | $1 | $5,698-100.0% | $13,881-100.0% | $4,645-100.0% |