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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 27 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Advisory (Plan) | $85,801 |
Filed as: LINCOLN NATIONAL LIFE INSURANCE CO Service code 27 · EIN 35-0472300 1301 S. HARRISON ST · FORT WAYNE, IN 46802 | Advisory (Plan) | $46,357 |
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More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $0 | $1,472,696-100.0% | $38,981-100.0% | $1,472,696-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 5.3%-5.3pp | 0.7%-0.7pp |
| Annual return | 10.68% | 8.50%+2.2pp | 11.38%-0.7pp | 13.24%-2.6pp |
| Employer contribution / active EE | $4,753 | $9,057-47.5% | $18,467-74.3% | $14,616-67.5% |
| Participant deferral / active EE | $0 | $179-100.0% | $71-100.0% | $830-100.0% |
| Admin fee / account holder | $0 | $4,137-100.0% | $786-100.0% | $4,137-100.0% |