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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN RETIREMENT SERVICES Service code 16 · EIN 35-0472300 | Consulting | $29,599 |
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $15,381 |
Filed as: CAPFINANCIAL PARTNERS Service code 16 · EIN 26-0058143 | Consulting | $11,250 |
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 | $18,562 | $80,005-76.8% | $140,019-86.7% | $55,725-66.7% |
| Participation rate | 89.2% | 87.0%+2.2pp | 87.5%+1.7pp | 70.9%+18.3pp |
| Annual return | 1.16% | 0.46%+0.7pp | 651.17%-650.0pp | 244.93%-243.8pp |
| Employer contribution / active EE | $0 | $3,403-100.0% | $5,605-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $3,330 | $5,264-36.7% | $6,927-51.9% | $3,356-0.7% |
| Admin fee / account holder | $84 | $116-27.6% | $10,705-99.2% | $115-27.3% |