Filed January 11, 2022 (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 | $6,994 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,076 | $46,173-45.7% | $170,439-85.3% | $69,631-64.0% |
| Participation rate | 91.7% | 63.9%+27.8pp | 83.6%+8.1pp | 70.7%+21.0pp |
| Annual return | 16.03% | 21.62%-5.6pp | 205.94%-189.9pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $588 | $1,610-63.5% | $5,433-89.2% | $2,032-71.1% |
| Participant deferral / active EE | $2,562 | $2,080+23.1% | $4,939-48.1% | $3,224-20.5% |
| Admin fee / account holder | $64 | $116-44.4% | $13,881-99.5% | $110-41.7% |