Filed March 4, 2025 (most recent of 4 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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $297,472 |
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 | $69,904 | $53,254+31.3% | $155,574-55.1% | $199,921-65.0% |
| Participation rate | 95.0% | 64.1%+30.9pp | 78.2%+16.8pp | 72.0%+23.0pp |
| Annual return | 13.96% | 41.18%-27.2pp | 64.87%-50.9pp | 34.28%-20.3pp |
| Employer contribution / active EE | $3,262 | $1,848+76.6% | $4,676-30.2% | $3,035+7.5% |
| Participant deferral / active EE | $6,235 | $3,165+97.0% | $5,629+10.8% | $5,089+22.5% |
| Admin fee / account holder | $78 | $186-58.2% | $15,914-99.5% | $269-71.2% |