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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 26-0058144 | Advisory (Plan) | $22,670 |
Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $17,524 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $13,750 |
Service code 19 · EIN 51-0396365 | Securities Custodian | $8,586 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,473 | $71,802-72.9% | $133,975-85.5% | $57,658-66.2% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.1%+12.9pp | 70.2%+29.8pp |
| Annual return | 7.33% | 13.51%-6.2pp | 29.29%-22.0pp | 5.13%+2.2pp |
| Employer contribution / active EE | $561 | $3,161-82.2% | $5,211-89.2% | $1,974-71.6% |
| Participant deferral / active EE | $0 | $4,606-100.0% | $6,282-100.0% | $3,061-100.0% |
| Admin fee / account holder | $123 | $88+39.9% | $9,324-98.7% | $95+29.7% |