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 | $205 |
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 | $42,862 | $47,977-10.7% | $154,114-72.2% | $56,287-23.9% |
| Participation rate | 27.9% | 66.2%-38.3pp | 83.0%-55.2pp | 69.9%-42.0pp |
| Annual return | -2.62% | 3.54%-6.2pp | 735.16%-737.8pp | -9.96%+7.3pp |
| Employer contribution / active EE | $678 | $2,169-68.7% | $5,298-87.2% | $2,111-67.9% |
| Participant deferral / active EE | $913 | $2,392-61.8% | $5,081-82.0% | $3,350-72.7% |
| Admin fee / account holder | $3 | $438-99.2% | $13,411-100.0% | $521-99.3% |