Filed August 1, 2024
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $100,287 |
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 | $45,644 | $56,638-19.4% | $169,385-73.1% | $74,440-38.7% |
| Participation rate | 99.7% | 67.5%+32.2pp | 77.2%+22.6pp | 70.7%+29.0pp |
| Annual return | 16.86% | 24.75%-7.9pp | 405.82%-389.0pp | 34.37%-17.5pp |
| Employer contribution / active EE | $3,656 | $2,027+80.4% | $4,012-8.9% | $2,638+38.6% |
| Participant deferral / active EE | $7,007 | $4,223+65.9% | $6,221+12.6% | $4,529+54.7% |
| Admin fee / account holder | $203 | $307-33.8% | $9,011-97.7% | $348-41.6% |