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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,063 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,165 | $81,358-76.4% | $155,556-87.7% | $80,959-76.3% |
| Participation rate | 93.4% | 66.3%+27.1pp | 78.2%+15.2pp | 67.7%+25.7pp |
| Annual return | 7.25% | 33.39%-26.1pp | 64.84%-57.6pp | 35.67%-28.4pp |
| Employer contribution / active EE | $1,124 | $3,106-63.8% | $4,675-76.0% | $2,757-59.2% |
| Participant deferral / active EE | $1,378 | $3,455-60.1% | $5,631-75.5% | $4,300-68.0% |
| Admin fee / account holder | $24 | $7,994-99.7% | $15,885-99.8% | $6,925-99.7% |