Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $754,735 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,850 | $87,621-3.2% | $86,460-1.9% | $77,906+8.9% |
| Participation rate | 69.1% | 85.8%-16.7pp | 80.3%-11.3pp | 73.7%-4.6pp |
| Annual return | -13.60% | -13.90%+0.3pp | 4399.82%-4413.4pp | 12.16%-25.8pp |
| Employer contribution / active EE | $2,276 | $3,474-34.5% | $3,771-39.6% | $2,846-20.0% |
| Participant deferral / active EE | $5,162 | $8,645-40.3% | $6,954-25.8% | $4,805+7.4% |
| Admin fee / account holder | $257 | $85+204.1% | $6,727-96.2% | $133+94.2% |