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 | $2,582 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $24,643 | $46,173-46.6% | $170,439-85.5% | $69,631-64.6% |
| Participation rate | 42.2% | 63.9%-21.7pp | 83.6%-41.4pp | 70.7%-28.5pp |
| Annual return | 14.38% | 21.62%-7.2pp | 205.94%-191.6pp | 27571.02%-27556.6pp |
| Employer contribution / active EE | $672 | $1,610-58.3% | $5,433-87.6% | $2,032-66.9% |
| Participant deferral / active EE | $859 | $2,080-58.7% | $4,939-82.6% | $3,224-73.4% |
| Admin fee / account holder | $6 | $116-94.5% | $13,881-100.0% | $110-94.2% |