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 CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $29,866 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,795 | $58,895-13.8% | $178,503-71.5% | $73,497-30.9% |
| Participation rate | 73.1% | 66.2%+6.9pp | 81.9%-8.8pp | 70.7%+2.4pp |
| Annual return | 16.00% | 24.86%-8.9pp | 151.12%-135.1pp | 28.51%-12.5pp |
| Employer contribution / active EE | $677 | $2,236-69.7% | $5,011-86.5% | $2,270-70.2% |
| Participant deferral / active EE | $4,051 | $2,567+57.8% | $5,202-22.1% | $3,740+8.3% |
| Admin fee / account holder | $175 | $400-56.4% | $13,987-98.8% | $513-66.0% |