Filed July 17, 2020 (most recent of 2 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 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,087,333 |
MORNINGSTAR2 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $10,887 |
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 | $36,559 | $58,202-37.2% | $172,757-78.8% | $89,609-59.2% |
| Participation rate | 83.6% | 72.8%+10.8pp | 82.6%+0.9pp | 69.6%+14.0pp |
| Annual return | 27.92% | 61.59%-33.7pp | 803.06%-775.1pp | 33.65%-5.7pp |
| Employer contribution / active EE | $2,890 | $1,759+64.3% | $5,144-43.8% | $2,584+11.8% |
| Participant deferral / active EE | $4,035 | $3,335+21.0% | $5,198-22.4% | $4,222-4.4% |
| Admin fee / account holder | $82 | $53+55.1% | $13,956-99.4% | $72+13.8% |