Filed August 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $88,901 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,686 | $50,458-23.3% | $160,009-75.8% | $64,819-40.3% |
| Participation rate | 94.9% | 68.0%+26.9pp | 78.0%+16.9pp | 71.5%+23.4pp |
| Annual return | -15.16% | -13.42%-1.7pp | 408.85%-424.0pp | 32.84%-48.0pp |
| Employer contribution / active EE | $3,217 | $1,722+86.8% | $4,225-23.9% | $2,507+28.3% |
| Participant deferral / active EE | $6,324 | $4,004+57.9% | $6,183+2.3% | $4,311+46.7% |
| Admin fee / account holder | $193 | $706-72.6% | $8,715-97.8% | $188+2.9% |