Filed January 12, 2015
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 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $80,622 |
Filed as: VERATIS ADVISORS INC Service code 16 · EIN 56-2274965 1400 CRESCENT GREEN STE 110 · CARY, NC 27518 | Consulting | $67,682 |
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 | $136,190 | $50,919+167.5% | $155,556-12.4% | $77,762+75.1% |
| Participation rate | 91.0% | 63.1%+27.9pp | 78.2%+12.8pp | 70.6%+20.4pp |
| Annual return | 13.78% | 34.84%-21.1pp | 64.84%-51.1pp | 31.27%-17.5pp |
| Employer contribution / active EE | $3,432 | $1,991+72.3% | $4,675-26.6% | $2,728+25.8% |
| Participant deferral / active EE | $6,436 | $2,824+127.9% | $5,631+14.3% | $4,651+38.4% |
| Admin fee / account holder | $168 | $437-61.6% | $15,885-98.9% | $433-61.3% |