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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $361 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,488 | $47,163-73.5% | $149,696-91.7% | $74,460-83.2% |
| Participation rate | 13.8% | 63.4%-49.6pp | 78.8%-64.9pp | 70.7%-56.9pp |
| Annual return | 16.96% | 22.75%-5.8pp | 134.46%-117.5pp | 34.38%-17.4pp |
| Employer contribution / active EE | $0 | $1,907-100.0% | $4,821-100.0% | $2,638-100.0% |
| Participant deferral / active EE | $280 | $2,730-89.8% | $5,682-95.1% | $4,530-93.8% |
| Admin fee / account holder | $2 | $343-99.5% | $13,212-100.0% | $348-99.5% |