Filed January 7, 2025 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,271 |
Filed as: NEARMAN MAYNARD VALLEZ Service code 10 · EIN 59-1906466 | Accounting | $5,927 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $31,282 | $81,537-61.6% | $149,721-79.1% | $69,631-55.1% |
| Participation rate | 93.8% | 86.1%+7.7pp | 87.1%+6.7pp | 70.7%+23.1pp |
| Annual return | 15.62% | 22.79%-7.2pp | 1501.67%-1486.1pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $1,646 | $3,239-49.2% | $5,444-69.8% | $2,032-19.0% |
| Participant deferral / active EE | $2,510 | $4,994-49.7% | $6,568-61.8% | $3,224-22.1% |
| Admin fee / account holder | $32 | $107-69.6% | $11,282-99.7% | $110-70.6% |