Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $7,863 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,195 | $52,293-55.6% | $178,503-87.0% | $73,412-68.4% |
| Participation rate | 85.4% | 65.3%+20.1pp | 81.9%+3.5pp | 72.2%+13.3pp |
| Annual return | 3.75% | 34.75%-31.0pp | 151.12%-147.4pp | 59.30%-55.5pp |
| Employer contribution / active EE | $1,692 | $1,736-2.5% | $5,011-66.2% | $2,234-24.3% |
| Participant deferral / active EE | $1,822 | $2,333-21.9% | $5,202-65.0% | $3,806-52.1% |
| Admin fee / account holder | $21 | $127-83.5% | $13,987-99.8% | $158-86.7% |