Filed October 31, 2017
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 CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $42,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,164 | $55,472-11.4% | $155,567-68.4% | $74,546-34.0% |
| Participation rate | 65.0% | 61.9%+3.1pp | 78.2%-13.2pp | 67.2%-2.2pp |
| Annual return | 12.23% | 268.72%-256.5pp | 64.74%-52.5pp | 1366.03%-1353.8pp |
| Employer contribution / active EE | $917 | $2,269-59.6% | $4,674-80.4% | $2,624-65.0% |
| Participant deferral / active EE | $5,633 | $2,838+98.5% | $5,628+0.1% | $4,347+29.6% |
| Admin fee / account holder | $202 | $1,743-88.4% | $15,916-98.7% | $1,944-89.6% |