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 | $1,575 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $54,048 | $46,173+17.1% | $170,435-68.3% | $69,631-22.4% |
| Participation rate | 15.7% | 63.9%-48.2pp | 83.6%-67.9pp | 70.7%-55.0pp |
| Annual return | 12.47% | 21.62%-9.2pp | 205.94%-193.5pp | 27571.02%-27558.6pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,352 | $2,080-35.0% | $4,939-72.6% | $3,224-58.1% |
| Admin fee / account holder | $1 | $116-99.5% | $13,881-100.0% | $110-99.5% |