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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $188,947 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,086 | $50,151-46.0% | $149,696-81.9% | $80,157-66.2% |
| Participation rate | 93.5% | 64.3%+29.2pp | 78.8%+14.8pp | 72.9%+20.6pp |
| Annual return | 30.37% | 29.80%+0.6pp | 134.46%-104.1pp | 40.39%-10.0pp |
| Employer contribution / active EE | $1,110 | $1,867-40.5% | $4,821-77.0% | $2,977-62.7% |
| Participant deferral / active EE | $2,976 | $3,194-6.8% | $5,682-47.6% | $5,015-40.7% |
| Admin fee / account holder | $77 | $153-49.6% | $13,212-99.4% | $145-46.9% |