Filed August 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $69,878 |
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 | $34,729 | $56,152-38.2% | $185,835-81.3% | $73,412-52.7% |
| Participation rate | 93.1% | 67.6%+25.5pp | 78.0%+15.0pp | 72.2%+20.9pp |
| Annual return | 15.41% | 17.59%-2.2pp | 35.96%-20.6pp | 59.30%-43.9pp |
| Employer contribution / active EE | $2,725 | $1,532+77.9% | $4,087-33.3% | $2,234+22.0% |
| Participant deferral / active EE | $5,394 | $3,659+47.4% | $5,633-4.2% | $3,806+41.7% |
| Admin fee / account holder | $167 | $132+26.3% | $9,502-98.2% | $158+5.6% |