Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 10 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Accounting | $13,067 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,485 | $89,465-38.0% | $165,071-66.4% | $77,736-28.6% |
| Participation rate | 34.8% | 78.6%-43.9pp | 78.6%-43.8pp | 70.6%-35.8pp |
| Annual return | 17.01% | 28.86%-11.9pp | 70.17%-53.2pp | 31.26%-14.2pp |
| Employer contribution / active EE | $1,270 | $2,565-50.5% | $4,347-70.8% | $2,728-53.4% |
| Participant deferral / active EE | $1,902 | $4,904-61.2% | $6,035-68.5% | $4,651-59.1% |
| Admin fee / account holder | $61 | $340-81.9% | $12,695-99.5% | $433-85.8% |