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 | $7,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $23,598 | $31,388-24.8% | $73,550-67.9% | $62,293-62.1% |
| Participation rate | 18.6% | 39.9%-21.2pp | 54.9%-36.3pp | 69.5%-50.9pp |
| Annual return | 16.94% | 25.34%-8.4pp | -15.16%+32.1pp | 28.90%-12.0pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $257 | $1,028-75.1% | $1,804-85.8% | $3,169-91.9% |
| Admin fee / account holder | $0 | $299-100.0% | $2,320-100.0% | $479-100.0% |