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 | $3,981 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,052 | $46,360-71.8% | $147,617-91.2% | $52,331-75.1% |
| Participation rate | 59.0% | 64.9%-5.9pp | 84.6%-25.6pp | 68.1%-9.1pp |
| Annual return | 1.59% | 1.62%0pp | 61.98%-60.4pp | 4.54%-3.0pp |
| Employer contribution / active EE | $1,097 | $2,126-48.4% | $5,564-80.3% | $1,882-41.7% |
| Participant deferral / active EE | $72 | $2,258-96.8% | $4,895-98.5% | $3,022-97.6% |
| Admin fee / account holder | $29 | $766-96.3% | $11,612-99.8% | $592-95.2% |