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| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $300 |
Filed as: LINCOLN INVESTMENT PLANNING INC Service code 61 · EIN 23-1702591 | Finders' fees / placement fees | $0 |
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 | $64,342 | $60,545+6.3% | $92,240-30.2% | $69,631-7.6% |
| Participation rate | 59.6% | 72.2%-12.5pp | 76.5%-16.9pp | 70.7%-11.1pp |
| Annual return | 12.90% | 19.71%-6.8pp | 176.29%-163.4pp | 27571.02%-27558.1pp |
| Employer contribution / active EE | $783 | $2,633-70.3% | $3,680-78.7% | $2,032-61.5% |
| Participant deferral / active EE | $2,597 | $2,828-8.1% | $3,897-33.3% | $3,224-19.4% |
| Admin fee / account holder | $1 | $145-99.3% | $5,194-100.0% | $110-99.0% |