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 CORPORATION4 years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $44,920 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $28,682 | $53,901-46.8% | $134,162-78.6% | $73,493-61.0% |
| Participation rate | 73.8% | 62.8%+11.0pp | 72.2%+1.7pp | 70.7%+3.2pp |
| Annual return | 12.88% | 15.82%-2.9pp | 36.35%-23.5pp | 28.51%-15.6pp |
| Employer contribution / active EE | $1,251 | $1,458-14.2% | $3,705-66.2% | $2,270-44.9% |
| Participant deferral / active EE | $1,877 | $2,739-31.5% | $3,500-46.4% | $3,740-49.8% |
| Admin fee / account holder | $333 | $581-42.6% | $6,685-95.0% | $513-35.1% |