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 | $25,670 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,373 | $46,100-29.8% | $86,582-62.6% | $69,631-53.5% |
| Participation rate | 56.3% | 67.2%-10.8pp | 73.5%-17.2pp | 70.7%-14.4pp |
| Annual return | 11.58% | 21.02%-9.4pp | 965.08%-953.5pp | 27571.02%-27559.4pp |
| Employer contribution / active EE | $979 | $1,850-47.1% | $2,839-65.5% | $2,032-51.8% |
| Participant deferral / active EE | $1,322 | $2,432-45.6% | $3,609-63.4% | $3,224-59.0% |
| Admin fee / account holder | $59 | $94-37.4% | $4,904-98.8% | $110-46.8% |