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 CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $14,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,788 | $58,391-31.9% | $76,667-48.1% | $72,976-45.5% |
| Participation rate | 21.6% | 67.4%-45.8pp | 72.1%-50.5pp | 69.5%-47.9pp |
| Annual return | 15.74% | 2306.65%-2290.9pp | 1166.74%-1151.0pp | 81.02%-65.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,136 | $2,690-57.8% | $3,336-65.9% | $3,608-68.5% |
| Admin fee / account holder | $423 | $4,014-89.5% | $6,423-93.4% | $5,124-91.7% |