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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $41,269 |
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 | $27,147 | $52,967-48.7% | $172,753-84.3% | $65,186-58.4% |
| Participation rate | 72.5% | 66.2%+6.3pp | 82.6%-10.2pp | 70.2%+2.3pp |
| Annual return | 5.22% | 30.12%-24.9pp | 803.00%-797.8pp | 29.39%-24.2pp |
| Employer contribution / active EE | $1,395 | $2,190-36.3% | $5,144-72.9% | $2,177-35.9% |
| Participant deferral / active EE | $2,939 | $2,471+19.0% | $5,198-43.5% | $3,514-16.4% |
| Admin fee / account holder | $171 | $472-63.7% | $13,956-98.8% | $847-79.8% |