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 CORPORATION4 years Filed as: LINCOLN RETIREMENT SERVICES Service code 13 · EIN 35-1140070 | Contract Administrator | $81,251 |
Filed as: MML INVESTORS SERVICES, LLC Service code 16 · EIN 04-1590850 | Consulting | $30,000 |
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 | $41,293 | $62,928-34.4% | $172,753-76.1% | $67,582-38.9% |
| Participation rate | 95.8% | 64.5%+31.3pp | 82.6%+13.2pp | 71.3%+24.5pp |
| Annual return | 20.57% | 30.36%-9.8pp | 803.00%-782.4pp | 378.57%-358.0pp |
| Employer contribution / active EE | $741 | $1,636-54.7% | $5,144-85.6% | $2,148-65.5% |
| Participant deferral / active EE | $3,738 | $2,145+74.3% | $5,198-28.1% | $3,539+5.6% |
| Admin fee / account holder | $138 | $167-17.2% | $13,956-99.0% | $142-3.0% |