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 | $33,893 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,775 | $50,812-39.4% | $155,602-80.2% | $77,692-60.4% |
| Participation rate | 98.2% | 63.1%+35.1pp | 78.2%+20.0pp | 70.6%+27.6pp |
| Annual return | 8.76% | 34.85%-26.1pp | 64.81%-56.0pp | 31.25%-22.5pp |
| Employer contribution / active EE | $1,270 | $1,989-36.2% | $4,675-72.8% | $2,726-53.4% |
| Participant deferral / active EE | $3,460 | $2,822+22.6% | $5,629-38.5% | $4,648-25.6% |
| Admin fee / account holder | $85 | $436-80.6% | $15,923-99.5% | $431-80.3% |