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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 15 · EIN 35-1140070 | Recordkeeping | $11,385 |
Service code 15 · EIN 04-2647786 | Recordkeeping | $510 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $42,331 | $68,408-38.1% | $57,196-26.0% | $57,658-26.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.3%+24.7pp | 70.2%+29.8pp |
| Annual return | 0.65% | 8.51%-7.9pp | 14.59%-13.9pp | 5.13%-4.5pp |
| Employer contribution / active EE | $3,187 | $2,869+11.1% | $2,683+18.8% | $1,974+61.5% |
| Participant deferral / active EE | $2,446 | $2,903-15.8% | $3,096-21.0% | $3,061-20.1% |
| Admin fee / account holder | $11 | $70-83.7% | $3,141-99.6% | $95-88.0% |