Filed March 26, 2024 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $12,050 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,158 | $56,095+42.9% | $178,510-55.1% | $90,274-11.2% |
| Participation rate | 79.3% | 65.6%+13.7pp | 81.9%-2.7pp | 73.4%+5.9pp |
| Annual return | 12.59% | 28.81%-16.2pp | 151.13%-138.5pp | 53.97%-41.4pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,231-100.0% |
| Admin fee / account holder | $6 | $101-94.2% | $13,988-100.0% | $114-94.8% |