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| Provider | Service type | Compensation |
|---|---|---|
LINSCO/PRIVATE LEDGER CORP4+ years Filed as: LINSCO/PRIVATE LEDGER Service code 27 · EIN 02-0366808 | Advisory (Plan) | $58,406 |
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $21,367 |
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 | $65,759 | $37,196+76.8% | $154,108-57.3% | $55,725+18.0% |
| Participation rate | 51.0% | 64.1%-13.1pp | 83.0%-32.1pp | 70.9%-19.9pp |
| Annual return | -3.22% | 1319.68%-1322.9pp | 735.21%-738.4pp | 244.93%-248.1pp |
| Employer contribution / active EE | $1,098 | $1,614-32.0% | $5,298-79.3% | $2,078-47.2% |
| Participant deferral / active EE | $2,098 | $2,068+1.4% | $5,081-58.7% | $3,356-37.5% |
| Admin fee / account holder | $228 | $102+124.2% | $13,411-98.3% | $115+97.7% |