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 35-1140070 | Contract Administrator | $27,325 |
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.
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 | $53,788 | $66,124-18.7% | $90,430-40.5% | $73,493-26.8% |
| Participation rate | 64.2% | 69.7%-5.4pp | 72.7%-8.4pp | 70.7%-6.4pp |
| Annual return | 9.84% | 17.65%-7.8pp | 1293.73%-1283.9pp | 28.51%-18.7pp |
| Employer contribution / active EE | $2,623 | $2,346+11.8% | $3,262-19.6% | $2,270+15.6% |
| Participant deferral / active EE | $0 | $3,039-100.0% | $3,963-100.0% | $3,740-100.0% |
| Admin fee / account holder | $218 | $396-44.9% | $5,613-96.1% | $513-57.5% |