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 CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,372 |
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 | $16,352 | $46,732-65.0% | $156,551-89.6% | $55,167-70.4% |
| Participation rate | 78.4% | 65.8%+12.6pp | 84.0%-5.6pp | 69.0%+9.4pp |
| Annual return | 5.50% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $733 | $2,105-65.2% | $5,501-86.7% | $1,963-62.7% |
| Participant deferral / active EE | $977 | $2,204-55.7% | $4,871-80.0% | $3,054-68.0% |
| Admin fee / account holder | $26 | $418-93.8% | $13,028-99.8% | $504-94.8% |