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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 55 · EIN 23-1702591 | Other Commissions | $8,962 |
MONATGE SECURITIES LLC1 year Service code 27 · EIN 27-2587292 | Advisory (Plan) | $0 |
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 | $126,890 | $47,922+164.8% | $75,900+67.2% | $65,186+94.7% |
| Participation rate | 83.2% | 63.0%+20.2pp | 69.3%+13.9pp | 70.2%+13.0pp |
| Annual return | 22.46% | 24.12%-1.7pp | 30.73%-8.3pp | 29.39%-6.9pp |
| Employer contribution / active EE | $1,481 | $1,557-4.9% | $2,501-40.8% | $2,177-32.0% |
| Participant deferral / active EE | $3,239 | $2,550+27.0% | $3,604-10.1% | $3,514-7.8% |
| Admin fee / account holder | $20 | $532-96.2% | $5,421-99.6% | $847-97.6% |