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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 63 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | 12b-1 Fees | $75,229 |
ASSOCIATED PENSION CONSULTANTS3+ years Service code 63 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | 12b-1 Fees | $5,615 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $44,329 | $50,385-12.0% | $75,501-41.3% | $62,293-28.8% |
| Participation rate | 98.8% | 67.7%+31.1pp | 72.4%+26.4pp | 69.5%+29.3pp |
| Annual return | 11.69% | 19.90%-8.2pp | 27.35%-15.7pp | 28.90%-17.2pp |
| Employer contribution / active EE | $2,431 | $1,537+58.1% | $2,352+3.4% | $2,042+19.0% |
| Participant deferral / active EE | $4,404 | $2,445+80.1% | $3,142+40.1% | $3,169+38.9% |
| Admin fee / account holder | $273 | $384-29.1% | $5,801-95.3% | $479-43.1% |