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 | $35,304 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,794 | $65,125-18.9% | $143,797-63.3% | $66,949-21.1% |
| Participation rate | 63.0% | 65.2%-2.2pp | 80.3%-17.4pp | 69.8%-6.9pp |
| Annual return | -16.17% | -11.13%-5.0pp | -0.04%-16.1pp | 1.57%-17.7pp |
| Employer contribution / active EE | $1,459 | $2,362-38.2% | $4,952-70.5% | $2,545-42.7% |
| Participant deferral / active EE | $2,304 | $2,920-21.1% | $5,638-59.1% | $4,239-45.7% |
| Admin fee / account holder | $324 | $503-35.6% | $14,679-97.8% | $594-45.4% |