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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVS Service code 27 1301 S. HARRISON ST · FORT WAYNE, IN 468023425 | Advisory (Plan) | $7,379 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,284 | $77,920-84.2% | $149,723-91.8% | $75,177-83.7% |
| Participation rate | 94.4% | 65.6%+28.9pp | 78.8%+15.7pp | 67.2%+27.2pp |
| Annual return | 10.41% | 31.72%-21.3pp | 134.50%-124.1pp | 160.75%-150.3pp |
| Employer contribution / active EE | $5,115 | $3,138+63.0% | $4,821+6.1% | $2,671+91.5% |
| Participant deferral / active EE | $0 | $3,411-100.0% | $5,682-100.0% | $4,126-100.0% |
| Admin fee / account holder | $75 | $5,951-98.7% | $13,215-99.4% | $5,651-98.7% |