Filed October 6, 2020
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $118,158 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,590 | $50,919+1.3% | $155,556-66.8% | $77,762-33.7% |
| Participation rate | 61.4% | 63.1%-1.6pp | 78.2%-16.8pp | 70.6%-9.1pp |
| Annual return | 13.66% | 34.84%-21.2pp | 64.84%-51.2pp | 31.27%-17.6pp |
| Employer contribution / active EE | $1,323 | $1,991-33.6% | $4,675-71.7% | $2,728-51.5% |
| Participant deferral / active EE | $2,106 | $2,824-25.4% | $5,631-62.6% | $4,651-54.7% |
| Admin fee / account holder | $132 | $437-69.7% | $15,885-99.2% | $433-69.5% |