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 | $575 |
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 | $23,624 | $46,732-49.4% | $156,551-84.9% | $55,167-57.2% |
| Participation rate | 87.6% | 65.8%+21.8pp | 84.0%+3.6pp | 69.0%+18.6pp |
| Annual return | 7.11% | 17.72%-10.6pp | 32.23%-25.1pp | 169.23%-162.1pp |
| Employer contribution / active EE | $955 | $2,105-54.7% | $5,501-82.6% | $1,963-51.4% |
| Participant deferral / active EE | $2,077 | $2,204-5.8% | $4,871-57.4% | $3,054-32.0% |
| Admin fee / account holder | $1 | $418-99.7% | $13,028-100.0% | $504-99.8% |