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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN INVESTMENT PLANNING INC. Service code 27 · EIN 23-1702591 | Advisory (Plan) | $18,442 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,839 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,268 | $99,957-33.7% | $149,730-55.7% | $73,493-9.8% |
| Participation rate | 67.6% | 75.7%-8.1pp | 82.5%-14.9pp | 70.7%-3.1pp |
| Annual return | 14.08% | 53.87%-39.8pp | 276.70%-262.6pp | 28.51%-14.4pp |
| Employer contribution / active EE | $2,320 | $3,191-27.3% | $4,645-50.1% | $2,270+2.2% |
| Participant deferral / active EE | $5,069 | $6,073-16.5% | $6,843-25.9% | $3,740+35.5% |
| Admin fee / account holder | $111 | $551-79.9% | $9,310-98.8% | $513-78.4% |