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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Filed as: LINCOLN INVESTMENT PLANNING Service code 55 · EIN 23-1702591 | Other Commissions | $0 |
MONATGE SECURITIES LLC3 years Service code 27 · EIN 27-2587292 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,745 | $60,788+182.5% | $85,705+100.4% | $79,389+116.3% |
| Participation rate | 87.8% | 62.1%+25.7pp | 69.9%+18.0pp | 70.7%+17.1pp |
| Annual return | 13.96% | 16.57%-2.6pp | 21.49%-7.5pp | 116.89%-102.9pp |
| Employer contribution / active EE | $1,259 | $1,664-24.4% | $2,619-51.9% | $2,428-48.2% |
| Participant deferral / active EE | $2,906 | $2,920-0.5% | $3,924-25.9% | $4,046-28.2% |
| Admin fee / account holder | $1 | $439-99.7% | $6,877-100.0% | $626-99.8% |