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 CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,734 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,035 | $60,989+67.3% | $60,919+67.5% | $66,949+52.4% |
| Participation rate | 60.3% | 74.5%-14.2pp | 73.1%-12.9pp | 69.8%-9.6pp |
| Annual return | -15.17% | -9.60%-5.6pp | 16.96%-32.1pp | 1.57%-16.7pp |
| Employer contribution / active EE | $0 | $2,661-100.0% | $2,704-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $7,140 | $3,615+97.5% | $3,814+87.2% | $4,239+68.4% |
| Admin fee / account holder | $180 | $338-46.9% | $3,228-94.4% | $594-69.7% |