Filed August 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $66,956 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,446 | $48,471-35.1% | $182,532-82.8% | $67,579-53.5% |
| Participation rate | 93.4% | 67.2%+26.2pp | 78.0%+15.4pp | 71.3%+22.1pp |
| Annual return | 23.49% | 31.08%-7.6pp | 148.54%-125.1pp | 378.56%-355.1pp |
| Employer contribution / active EE | $4,883 | $1,461+234.2% | $4,076+19.8% | $2,148+127.3% |
| Participant deferral / active EE | $2,562 | $3,324-22.9% | $5,524-53.6% | $3,539-27.6% |
| Admin fee / account holder | $175 | $151+15.9% | $8,592-98.0% | $142+23.2% |