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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 17 · EIN 35-1140070 | Pension Consulting | $6,470 |
Service code 27 · EIN 22-3039644 | Advisory (Plan) | $2,811 |
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 | $62,680 | $52,967+18.3% | $172,753-63.7% | $65,186-3.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 82.6%+17.4pp | 70.2%+29.8pp |
| Annual return | 17.04% | 30.12%-13.1pp | 803.00%-786.0pp | 29.39%-12.3pp |
| Employer contribution / active EE | $3,778 | $2,190+72.5% | $5,144-26.6% | $2,177+73.6% |
| Participant deferral / active EE | $0 | $2,471-100.0% | $5,198-100.0% | $3,514-100.0% |
| Admin fee / account holder | $39 | $472-91.6% | $13,956-99.7% | $847-95.3% |