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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 55 · EIN 23-1702591 | Other Commissions | $0 |
MONATGE SECURITIES LLC2 years 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 | $140,501 | $55,636+152.5% | $81,982+71.4% | $73,497+91.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 69.3%+30.7pp | 70.7%+29.3pp |
| Annual return | 19.34% | 19.07%+0.3pp | 41.31%-22.0pp | 28.51%-9.2pp |
| Employer contribution / active EE | $1,360 | $1,625-16.3% | $2,498-45.6% | $2,270-40.1% |
| Participant deferral / active EE | $3,147 | $2,762+13.9% | $3,722-15.5% | $3,740-15.9% |
| Admin fee / account holder | $2 | $493-99.5% | $5,665-100.0% | $513-99.5% |