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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,294 |
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 | $23,805 | $36,916-35.5% | $156,551-84.8% | $57,658-58.7% |
| Participation rate | 46.8% | 63.4%-16.6pp | 84.0%-37.2pp | 70.2%-23.4pp |
| Annual return | 1.47% | 12.38%-10.9pp | 32.23%-30.8pp | 5.13%-3.7pp |
| Employer contribution / active EE | $684 | $1,571-56.4% | $5,501-87.6% | $1,974-65.3% |
| Participant deferral / active EE | $1,396 | $1,926-27.5% | $4,871-71.3% | $3,061-54.4% |
| Admin fee / account holder | $64 | $82-22.2% | $13,028-99.5% | $95-32.2% |