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 CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $29,052 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,688 |
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 | $76,790 | $89,652-14.3% | $141,177-45.6% | $65,185+17.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 24.19% | 32.79%-8.6pp | 71.40%-47.2pp | 29.38%-5.2pp |
| Employer contribution / active EE | $5,885 | $3,065+92.0% | $4,736+24.3% | $2,177+170.4% |
| Participant deferral / active EE | $13,562 | $5,691+138.3% | $6,710+102.1% | $3,514+285.9% |
| Admin fee / account holder | $9 | $569-98.4% | $10,263-99.9% | $847-98.9% |