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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN INVESTMENT PLANNING LLC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $20,930 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,101 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,783 | $77,677+20.7% | $109,188-14.1% | $79,389+18.1% |
| Participation rate | 63.4% | 67.8%-4.4pp | 75.9%-12.5pp | 70.7%-7.3pp |
| Annual return | 14.46% | 23.44%-9.0pp | 25.76%-11.3pp | 116.89%-102.4pp |
| Employer contribution / active EE | $851 | $2,798-69.6% | $3,723-77.1% | $2,428-64.9% |
| Participant deferral / active EE | $3,717 | $3,517+5.7% | $4,654-20.1% | $4,046-8.1% |
| Admin fee / account holder | $353 | $732-51.9% | $6,755-94.8% | $626-43.7% |