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 CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $94,091 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,416 | $56,152-40.5% | $185,827-82.0% | $73,412-54.5% |
| Participation rate | 70.2% | 67.6%+2.6pp | 78.0%-7.8pp | 72.2%-2.0pp |
| Annual return | 9.27% | 17.59%-8.3pp | 35.96%-26.7pp | 59.30%-50.0pp |
| Employer contribution / active EE | $1,941 | $1,532+26.7% | $4,087-52.5% | $2,234-13.1% |
| Participant deferral / active EE | $2,477 | $3,659-32.3% | $5,633-56.0% | $3,806-34.9% |
| Admin fee / account holder | $223 | $132+68.9% | $9,502-97.7% | $158+41.2% |