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 CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $436,746 |
ADP BROKER-DEALER7+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $118,714 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $47,005 | $67,512-30.4% | $185,854-74.7% | $93,010-49.5% |
| Participation rate | 76.7% | 67.1%+9.5pp | 81.7%-5.0pp | 73.9%+2.8pp |
| Annual return | 14.35% | 21.04%-6.7pp | 122.12%-107.8pp | 158.70%-144.4pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $2,874 | $3,035-5.3% | $5,569-48.4% | $4,561-37.0% |
| Admin fee / account holder | $140 | $318-56.0% | $16,246-99.1% | $152-7.9% |