Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $279 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,662 | $74,706+5.3% | $75,714+3.9% | $79,391-0.9% |
| Participation rate | 36.9% | 75.3%-38.4pp | 74.8%-37.9pp | 70.7%-33.8pp |
| Annual return | 14.10% | 18.52%-4.4pp | 104.62%-90.5pp | 116.88%-102.8pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,744-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,327 | $3,533-34.1% | $3,820-39.1% | $4,046-42.5% |
| Admin fee / account holder | $3 | $374-99.2% | $3,619-99.9% | $627-99.5% |