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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN INVESTMENT PLANNING INC Service code 27 · EIN 23-1702591 | Advisory (Plan) | $25,523 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $23,622 |
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 | $43,270 | $46,966-7.9% | $185,117-76.6% | $69,631-37.9% |
| Participation rate | 52.3% | 65.3%-13.0pp | 77.3%-25.0pp | 70.7%-18.4pp |
| Annual return | 18.91% | 22.36%-3.5pp | 40.50%-21.6pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,005 | $1,360-26.1% | $4,182-76.0% | $2,032-50.5% |
| Participant deferral / active EE | $2,096 | $3,017-30.5% | $5,045-58.4% | $3,224-35.0% |
| Admin fee / account holder | $200 | $94+113.5% | $8,159-97.5% | $110+81.4% |