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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 04-2647786 218 GLENSIDE AVE · WYNOCTE, PA 19095 | Advisory (Plan) | $23,659 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $16,327 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $38,459 | $44,229-13.0% | $155,789-75.3% | $55,191-30.3% |
| Participation rate | 33.8% | 60.8%-27.0pp | 76.1%-42.3pp | 69.2%-35.4pp |
| Annual return | 2.25% | 0.37%+1.9pp | 71.54%-69.3pp | 10.78%-8.5pp |
| Employer contribution / active EE | $782 | $1,317-40.6% | $3,839-79.6% | $1,899-58.8% |
| Participant deferral / active EE | $1,606 | $2,851-43.7% | $4,798-66.5% | $3,046-47.3% |
| Admin fee / account holder | $221 | $86+156.2% | $7,477-97.0% | $91+143.3% |