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 | $45,982 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,636 | $56,540-10.4% | $185,849-72.8% | $86,821-41.7% |
| Participation rate | 97.3% | 65.5%+31.8pp | 81.7%+15.6pp | 72.3%+25.0pp |
| Annual return | 13.13% | 118.20%-105.1pp | 122.10%-109.0pp | 97.94%-84.8pp |
| Employer contribution / active EE | $2,483 | $1,844+34.6% | $5,169-52.0% | $2,406+3.2% |
| Participant deferral / active EE | $3,485 | $2,555+36.4% | $5,569-37.4% | $4,132-15.6% |
| Admin fee / account holder | $100 | $150-32.9% | $16,244-99.4% | $170-40.8% |