Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,344 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,300 | $37,196-50.8% | $154,108-88.1% | $55,725-67.2% |
| Participation rate | 48.0% | 64.1%-16.1pp | 83.0%-35.1pp | 70.9%-22.9pp |
| Annual return | -1.79% | 1319.68%-1321.5pp | 735.21%-737.0pp | 244.93%-246.7pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,122 | $2,068-45.8% | $5,081-77.9% | $3,356-66.6% |
| Admin fee / account holder | $1 | $102-99.0% | $13,411-100.0% | $115-99.2% |