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 CORPORATION2 years Service code 13 · EIN 34-1140070 | Contract Administrator | $19,506 |
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 | $76,670 | $65,434+17.2% | $98,483-22.1% | $85,847-10.7% |
| Participation rate | 84.1% | 65.0%+19.0pp | 73.3%+10.7pp | 69.3%+14.7pp |
| Annual return | 11.90% | 21.75%-9.9pp | 1494.38%-1482.5pp | 318.61%-306.7pp |
| Employer contribution / active EE | $3,179 | $2,169+46.6% | $2,961+7.4% | $2,565+23.9% |
| Participant deferral / active EE | $5,290 | $3,168+67.0% | $4,276+23.7% | $3,952+33.8% |
| Admin fee / account holder | $168 | $4,595-96.3% | $5,953-97.2% | $6,261-97.3% |