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 CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $575 |
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 | $66,906 | $58,726+13.9% | $92,240-27.5% | $62,293+7.4% |
| Participation rate | 70.3% | 68.3%+1.9pp | 76.5%-6.2pp | 69.5%+0.8pp |
| Annual return | 14.04% | 43.62%-29.6pp | 176.29%-162.2pp | 28.90%-14.9pp |
| Employer contribution / active EE | $1,004 | $2,392-58.0% | $3,680-72.7% | $2,042-50.8% |
| Participant deferral / active EE | $4,871 | $2,766+76.1% | $3,897+25.0% | $3,169+53.7% |
| Admin fee / account holder | $4 | $556-99.2% | $5,194-99.9% | $479-99.1% |