Filed January 15, 2019 (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 35-1140007 | Contract Administrator | $243,734 |
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 | $48,108 | $53,204-9.6% | $155,556-69.1% | $200,096-76.0% |
| Participation rate | 96.3% | 64.1%+32.2pp | 78.2%+18.0pp | 72.0%+24.2pp |
| Annual return | 21.50% | 41.02%-19.5pp | 64.84%-43.3pp | 34.26%-12.8pp |
| Employer contribution / active EE | $1,882 | $1,850+1.7% | $4,675-59.7% | $3,038-38.0% |
| Participant deferral / active EE | $3,904 | $3,163+23.4% | $5,631-30.7% | $5,090-23.3% |
| Admin fee / account holder | $49 | $186-73.5% | $15,885-99.7% | $269-81.7% |