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 CORPORATION5+ years Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 13 · EIN 35-1140070 | Contract Administrator | $42,619 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $21,673 | $52,293-58.6% | $178,499-87.9% | $73,412-70.5% |
| Participation rate | 65.3% | 65.3%0pp | 81.9%-16.6pp | 72.2%-6.9pp |
| Annual return | 4.36% | 34.75%-30.4pp | 151.10%-146.7pp | 59.30%-54.9pp |
| Employer contribution / active EE | $742 | $1,735-57.3% | $5,011-85.2% | $2,234-66.8% |
| Participant deferral / active EE | $1,997 | $2,332-14.4% | $5,202-61.6% | $3,806-47.5% |
| Admin fee / account holder | $58 | $127-54.5% | $13,986-99.6% | $158-63.3% |