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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $14,432 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,335 | $55,453-14.6% | $170,435-72.2% | $62,293-24.0% |
| Participation rate | 95.5% | 66.4%+29.1pp | 83.6%+11.9pp | 69.5%+26.0pp |
| Annual return | 12.23% | 21.38%-9.1pp | 205.94%-193.7pp | 28.90%-16.7pp |
| Employer contribution / active EE | $2,851 | $2,164+31.8% | $5,432-47.5% | $2,042+39.6% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $52 | $455-88.7% | $13,881-99.6% | $479-89.2% |