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 CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $60,320 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,346 | $52,188-3.5% | $86,656-41.9% | $74,473-32.4% |
| Participation rate | 55.0% | 66.3%-11.3pp | 71.7%-16.7pp | 70.7%-15.7pp |
| Annual return | 10.92% | 44.46%-33.5pp | 593.09%-582.2pp | 34.36%-23.4pp |
| Employer contribution / active EE | $1,267 | $2,282-44.5% | $3,025-58.1% | $2,638-52.0% |
| Participant deferral / active EE | $1,817 | $3,383-46.3% | $4,439-59.1% | $4,530-59.9% |
| Admin fee / account holder | $160 | $319-49.8% | $5,619-97.2% | $347-53.9% |