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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $929 |
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 | $41,188 | $37,117+11.0% | $147,617-72.1% | $55,191-25.4% |
| Participation rate | 45.5% | 63.6%-18.2pp | 84.6%-39.2pp | 69.2%-23.7pp |
| Annual return | 0.88% | 3.44%-2.6pp | 61.98%-61.1pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,495 | $1,620-7.7% | $5,564-73.1% | $1,899-21.3% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $3 | $86-96.1% | $11,612-100.0% | $91-96.3% |