Filed October 6, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $70,083 |
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 | $48,523 | $52,293-7.2% | $178,503-72.8% | $73,412-33.9% |
| Participation rate | 91.2% | 65.3%+25.9pp | 81.9%+9.3pp | 72.2%+19.0pp |
| Annual return | 14.26% | 34.75%-20.5pp | 151.12%-136.9pp | 59.30%-45.0pp |
| Employer contribution / active EE | $2,094 | $1,736+20.6% | $5,011-58.2% | $2,234-6.2% |
| Participant deferral / active EE | $1,846 | $2,333-20.9% | $5,202-64.5% | $3,806-51.5% |
| Admin fee / account holder | $87 | $127-32.0% | $13,987-99.4% | $158-45.1% |