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 | Contract Administrator | $28,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $31,887 | $46,173-30.9% | $170,435-81.3% | $69,631-54.2% |
| Participation rate | 28.8% | 63.9%-35.1pp | 83.6%-54.8pp | 70.7%-41.9pp |
| Annual return | 9.14% | 21.62%-12.5pp | 205.94%-196.8pp | 27571.02%-27561.9pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $704 | $2,080-66.1% | $4,939-85.7% | $3,224-78.2% |
| Admin fee / account holder | $313 | $116+170.0% | $13,881-97.7% | $110+183.5% |