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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,034 |
Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $71,344 | $77,816-8.3% | $123,552-42.3% | $64,173+11.2% |
| Participation rate | 77.9% | 74.7%+3.2pp | 82.3%-4.4pp | 69.6%+8.3pp |
| Annual return | -6.07% | 12.49%-18.6pp | 119.20%-125.3pp | 7.63%-13.7pp |
| Employer contribution / active EE | $3,164 | $3,014+5.0% | $4,628-31.6% | $2,381+32.9% |
| Participant deferral / active EE | $6,608 | $5,240+26.1% | $6,426+2.8% | $3,470+90.5% |
| Admin fee / account holder | $130 | $5,519-97.6% | $9,285-98.6% | $4,887-97.3% |