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 | $14,704 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $20,545 | $54,237-62.1% | $90,304-77.2% | $67,579-69.6% |
| Participation rate | 90.9% | 68.6%+22.3pp | 73.3%+17.6pp | 71.3%+19.6pp |
| Annual return | 10.77% | 37.27%-26.5pp | 78.13%-67.4pp | 378.56%-367.8pp |
| Employer contribution / active EE | $4,058 | $1,846+119.8% | $2,855+42.1% | $2,148+88.9% |
| Participant deferral / active EE | $1,640 | $2,625-37.5% | $3,885-57.8% | $3,539-53.7% |
| Admin fee / account holder | $2 | $123-98.6% | $5,354-100.0% | $142-98.8% |