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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $25,830 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $17,761 |
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 | $40,629 | $42,582-4.6% | $171,082-76.3% | $57,658-29.5% |
| Participation rate | 41.5% | 63.9%-22.4pp | 76.7%-35.2pp | 70.2%-28.7pp |
| Annual return | 10.52% | 308.67%-298.2pp | 32.56%-22.0pp | 5.13%+5.4pp |
| Employer contribution / active EE | $881 | $1,306-32.5% | $4,002-78.0% | $1,974-55.3% |
| Participant deferral / active EE | $1,704 | $2,933-41.9% | $4,797-64.5% | $3,061-44.3% |
| Admin fee / account holder | $214 | $82+159.4% | $8,520-97.5% | $95+125.9% |