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 Service code 13 · EIN 35-1140070 | Contract Administrator | $32,761 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $23,586 | $83,884-71.9% | $64,099-63.2% | $74,440-68.3% |
| Participation rate | 83.2% | 76.6%+6.6pp | 72.3%+10.9pp | 70.7%+12.4pp |
| Annual return | 17.34% | 16.57%+0.8pp | 33.70%-16.4pp | 34.37%-17.0pp |
| Employer contribution / active EE | $1,032 | $3,084-66.5% | $2,748-62.4% | $2,638-60.9% |
| Participant deferral / active EE | $3,080 | $3,692-16.6% | $3,881-20.7% | $4,529-32.0% |
| Admin fee / account holder | $69 | $196-64.6% | $3,070-97.7% | $348-80.0% |