Filed July 22, 2025 (most recent of 5 filings on file)
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 | $256,084 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $149,119 |
BKD, LLP3+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $19,692 |
Employer contribution per participant 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 | $33,471 | $44,989-25.6% | $170,435-80.4% | $77,958-57.1% |
| Participation rate | 73.1% | 64.6%+8.5pp | 83.6%-10.5pp | 71.6%+1.4pp |
| Annual return | 15.81% | 19.61%-3.8pp | 205.94%-190.1pp | 20.87%-5.1pp |
| Employer contribution / active EE | $2 | $1,466-99.9% | $5,432-100.0% | $2,310-99.9% |
| Participant deferral / active EE | $2,210 | $2,208+0.1% | $4,939-55.3% | $3,537-37.5% |
| Admin fee / account holder | $118 | $69+71.5% | $13,881-99.1% | $97+21.4% |