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 CORPORATION2+ years Service code 13 · EIN 35-1140070 1300 S CLINTON ST STE 150 · FORT WAYNE, IN 46802 | Contract Administrator | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $50,358 | $43,423+16.0% | $78,676-36.0% | $55,167-8.7% |
| Participation rate | 59.1% | 68.0%-8.9pp | 73.6%-14.5pp | 69.0%-9.9pp |
| Annual return | 7.52% | 11.53%-4.0pp | 62.19%-54.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $1,712 | $1,997-14.3% | $2,850-39.9% | $1,963-12.8% |
| Participant deferral / active EE | $2,956 | $2,509+17.8% | $3,517-15.9% | $3,054-3.2% |
| Admin fee / account holder | $129 | $416-69.1% | $4,510-97.2% | $504-74.5% |