Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $57,854 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,097 | $51,166+15.5% | $70,544-16.2% | $71,511-17.4% |
| Participation rate | 95.0% | 59.4%+35.6pp | 68.4%+26.6pp | 67.9%+27.0pp |
| Annual return | 22.75% | 42.71%-20.0pp | 32.79%-10.0pp | 28.86%-6.1pp |
| Employer contribution / active EE | $5,930 | $1,793+230.6% | $2,976+99.3% | $2,589+129.0% |
| Participant deferral / active EE | $9,571 | $3,031+215.8% | $4,568+109.5% | $4,291+123.1% |
| Admin fee / account holder | $254 | $2,000-87.3% | $6,427-96.1% | $1,588-84.0% |