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 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $36,477 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,495 | $65,322-64.0% | $70,476-66.7% | $73,493-68.0% |
| Participation rate | 93.4% | 77.0%+16.4pp | 75.1%+18.3pp | 70.7%+22.7pp |
| Annual return | 17.08% | 15.71%+1.4pp | 109.12%-92.0pp | 28.51%-11.4pp |
| Employer contribution / active EE | $3,348 | $2,460+36.1% | $2,738+22.3% | $2,270+47.5% |
| Participant deferral / active EE | $2,569 | $3,375-23.9% | $3,710-30.8% | $3,740-31.3% |
| Admin fee / account holder | $132 | $214-38.2% | $3,847-96.6% | $513-74.2% |