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 | $55,446-11.3% | $155,574-68.4% | $74,429-33.9% |
| Participation rate | 65.0% | 61.9%+3.1pp | 78.2%-13.2pp | 67.2%-2.2pp |
| Annual return | 12.23% | 269.20%-257.0pp | 64.87%-52.6pp | 1368.38%-1356.2pp |
| Employer contribution / active EE | $917 | $2,266-59.5% | $4,676-80.4% | $2,625-65.1% |
| Participant deferral / active EE | $5,633 | $2,836+98.6% | $5,629+0.1% | $4,348+29.6% |
| Admin fee / account holder | $202 | $1,743-88.4% | $15,914-98.7% | $1,944-89.6% |