Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $44,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $25,450 | $46,332-45.1% | $143,799-82.3% | $64,819-60.7% |
| Participation rate | 28.2% | 64.2%-36.0pp | 80.3%-52.1pp | 71.5%-43.3pp |
| Annual return | -16.34% | -10.05%-6.3pp | -0.04%-16.3pp | 32.84%-49.2pp |
| Employer contribution / active EE | $238 | $1,911-87.6% | $4,952-95.2% | $2,507-90.5% |
| Participant deferral / active EE | $1,498 | $2,647-43.4% | $5,638-73.4% | $4,311-65.2% |
| Admin fee / account holder | $109 | $154-29.3% | $14,677-99.3% | $188-42.1% |