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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $10,242 |
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 | $45,082 | $46,732-3.5% | $156,551-71.2% | $55,167-18.3% |
| Participation rate | 96.8% | 65.8%+31.0pp | 84.0%+12.8pp | 69.0%+27.8pp |
| Annual return | 7.94% | 17.72%-9.8pp | 32.23%-24.3pp | 169.23%-161.3pp |
| Employer contribution / active EE | $2,501 | $2,105+18.8% | $5,501-54.5% | $1,963+27.4% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $39 | $418-90.6% | $13,028-99.7% | $504-92.2% |