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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINSCO/PRIVTE LEDGER Service code 27 · EIN 02-0366808 | Advisory (Plan) | $55,479 |
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $20,876 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $76,279 | $46,173+65.2% | $170,435-55.2% | $69,631+9.5% |
| Participation rate | 47.4% | 63.9%-16.5pp | 83.6%-36.2pp | 70.7%-23.3pp |
| Annual return | 14.58% | 21.62%-7.0pp | 205.94%-191.4pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $1,017 | $1,610-36.8% | $5,432-81.3% | $2,032-49.9% |
| Participant deferral / active EE | $1,991 | $2,080-4.3% | $4,939-59.7% | $3,224-38.2% |
| Admin fee / account holder | $240 | $116+106.8% | $13,881-98.3% | $110+117.2% |