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 | Contract Administrator | $1,806 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $43,080 | $37,117+16.1% | $147,617-70.8% | $55,191-21.9% |
| Participation rate | 85.5% | 63.6%+21.9pp | 84.6%+0.9pp | 69.2%+16.4pp |
| Annual return | -1.02% | 3.44%-4.5pp | 61.98%-63.0pp | 10.78%-11.8pp |
| Employer contribution / active EE | $1,097 | $1,620-32.3% | $5,564-80.3% | $1,899-42.2% |
| Participant deferral / active EE | $2,300 | $1,985+15.8% | $4,895-53.0% | $3,046-24.5% |
| Admin fee / account holder | $5 | $86-93.9% | $11,612-100.0% | $91-94.2% |