Filed January 18, 2022
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 | $34,946 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,930 | $37,039-65.1% | $147,617-91.2% | $59,188-78.2% |
| Participation rate | 81.1% | 63.8%+17.4pp | 84.6%-3.5pp | 69.4%+11.7pp |
| Annual return | 0.93% | 7.19%-6.3pp | 61.98%-61.1pp | 5.51%-4.6pp |
| Employer contribution / active EE | $603 | $1,353-55.4% | $5,564-89.2% | $2,098-71.3% |
| Participant deferral / active EE | $1,288 | $2,094-38.5% | $4,895-73.7% | $3,265-60.5% |
| Admin fee / account holder | $13 | $60-78.2% | $11,612-99.9% | $92-85.8% |