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 CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $159,018 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $58,425 | $44,898+30.1% | $85,187-31.4% | $199,960-70.8% |
| Participation rate | 93.8% | 45.7%+48.1pp | 67.5%+26.3pp | 72.0%+21.8pp |
| Annual return | 11.83% | 20.98%-9.2pp | 66.67%-54.8pp | 34.28%-22.5pp |
| Employer contribution / active EE | $1,571 | $1,367+14.9% | $2,732-42.5% | $3,036-48.3% |
| Participant deferral / active EE | $3,136 | $2,670+17.5% | $4,525-30.7% | $5,087-38.3% |
| Admin fee / account holder | $56 | $585-90.4% | $6,162-99.1% | $269-79.1% |