Filed June 29, 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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $66,373 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,171 | $52,293+22.7% | $178,503-64.1% | $73,412-12.6% |
| Participation rate | 91.5% | 65.3%+26.1pp | 81.9%+9.5pp | 72.2%+19.3pp |
| Annual return | 20.34% | 34.75%-14.4pp | 151.12%-130.8pp | 59.30%-39.0pp |
| Employer contribution / active EE | $187 | $1,736-89.2% | $5,011-96.3% | $2,234-91.6% |
| Participant deferral / active EE | $3,945 | $2,333+69.1% | $5,202-24.2% | $3,806+3.7% |
| Admin fee / account holder | $100 | $127-21.3% | $13,987-99.3% | $158-36.5% |