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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN RETIREMENT SERVICES COMPANY Service code 99 · EIN 35-0472300 | Other Fees | $70,263 |
THE ANGELL PENSION GROUP, INC.11+ years Service code 13 · EIN 04-2530412 | Contract Administrator | $4,400 |
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 | $76,364 | $51,878+47.2% | $68,368+11.7% | $79,634-4.1% |
| Participation rate | 68.3% | 53.7%+14.6pp | 73.8%-5.4pp | 62.5%+5.9pp |
| Annual return | 14.99% | 137.43%-122.4pp | 292.57%-277.6pp | 36.46%-21.5pp |
| Employer contribution / active EE | $2,929 | $1,931+51.7% | $2,649+10.6% | $2,529+15.8% |
| Participant deferral / active EE | $1,594 | $2,577-38.1% | $4,123-61.3% | $3,835-58.4% |
| Admin fee / account holder | $272 | $942-71.1% | $5,150-94.7% | $1,002-72.8% |