Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140007 | Contract Administrator | $243,734 |
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 | $48,108 | $53,254-9.7% | $155,574-69.1% | $199,921-75.9% |
| Participation rate | 96.3% | 64.1%+32.1pp | 78.2%+18.0pp | 72.0%+24.2pp |
| Annual return | 21.50% | 41.18%-19.7pp | 64.87%-43.4pp | 34.28%-12.8pp |
| Employer contribution / active EE | $1,882 | $1,848+1.9% | $4,676-59.7% | $3,035-38.0% |
| Participant deferral / active EE | $3,904 | $3,165+23.3% | $5,629-30.7% | $5,089-23.3% |
| Admin fee / account holder | $49 | $186-73.4% | $15,914-99.7% | $269-81.7% |