Filed March 4, 2016 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $53,570 |
Service code 13 · EIN 20-5322603 | Contract Administrator | $20,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $109,421 | $70,667+54.8% | $123,105-11.1% | $52,331+109.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 4.59% | 6.23%-1.6pp | 13.22%-8.6pp | 4.54%0pp |
| Employer contribution / active EE | $14,825 | $2,946+403.3% | $5,151+187.8% | $1,882+687.9% |
| Participant deferral / active EE | $5,524 | $4,493+23.0% | $6,229-11.3% | $3,022+82.8% |
| Admin fee / account holder | $584 | $506+15.3% | $9,014-93.5% | $592-1.2% |