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 35-1140070 | Contract Administrator | $4,715 |
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.
Annual investment return 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 | $13,751 | $46,732-70.6% | $156,551-91.2% | $55,167-75.1% |
| Participation rate | 34.2% | 65.8%-31.6pp | 84.0%-49.8pp | 69.0%-34.8pp |
| Annual return | 3.88% | 17.72%-13.8pp | 32.23%-28.4pp | 169.23%-165.4pp |
| Employer contribution / active EE | $723 | $2,105-65.7% | $5,501-86.9% | $1,963-63.2% |
| Participant deferral / active EE | $69 | $2,204-96.9% | $4,871-98.6% | $3,054-97.8% |
| Admin fee / account holder | $38 | $418-90.8% | $13,028-99.7% | $504-92.4% |