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 | $1,040 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,401 | $51,769-22.0% | $57,356-29.6% | $52,331-22.8% |
| Participation rate | 58.9% | 75.2%-16.3pp | 75.1%-16.2pp | 68.1%-9.2pp |
| Annual return | -0.73% | 2.43%-3.2pp | 24.41%-25.1pp | 4.54%-5.3pp |
| Employer contribution / active EE | $1,415 | $2,335-39.4% | $2,689-47.4% | $1,882-24.8% |
| Participant deferral / active EE | $3,373 | $2,794+20.7% | $3,162+6.7% | $3,022+11.6% |
| Admin fee / account holder | $0 | $295-100.0% | $3,357-100.0% | $592-100.0% |