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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,920 |
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 | $33,382 | $75,832-56.0% | $147,618-77.4% | $59,633-44.0% |
| Participation rate | 90.5% | 71.6%+18.9pp | 84.6%+5.9pp | 68.7%+21.8pp |
| Annual return | -2.15% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.40%-2043.5pp |
| Employer contribution / active EE | $3,070 | $3,485-11.9% | $5,565-44.8% | $2,203+39.4% |
| Participant deferral / active EE | $4,604 | $3,131+47.1% | $4,895-6.0% | $3,192+44.2% |
| Admin fee / account holder | $26 | $5,986-99.6% | $11,612-99.8% | $4,297-99.4% |