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 CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,179 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,634 | $52,639-53.2% | $185,117-86.7% | $62,293-60.5% |
| Participation rate | 74.8% | 63.9%+11.0pp | 77.3%-2.4pp | 69.5%+5.3pp |
| Annual return | 13.97% | 19.57%-5.6pp | 40.50%-26.5pp | 28.90%-14.9pp |
| Employer contribution / active EE | $424 | $1,483-71.4% | $4,182-89.9% | $2,042-79.2% |
| Participant deferral / active EE | $3,014 | $3,097-2.7% | $5,045-40.3% | $3,169-4.9% |
| Admin fee / account holder | $16 | $374-95.8% | $8,159-99.8% | $479-96.7% |