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 CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,896 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,744 | $61,295-43.3% | $149,682-76.8% | $71,476-51.4% |
| Participation rate | 30.7% | 62.5%-31.8pp | 78.8%-48.1pp | 67.9%-37.3pp |
| Annual return | 18.25% | 35.86%-17.6pp | 134.35%-116.1pp | 28.85%-10.6pp |
| Employer contribution / active EE | $1,067 | $2,380-55.2% | $4,818-77.8% | $2,589-58.8% |
| Participant deferral / active EE | $1,975 | $2,918-32.3% | $5,681-65.2% | $4,290-54.0% |
| Admin fee / account holder | $25 | $1,262-98.0% | $13,210-99.8% | $1,587-98.4% |