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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 63 · EIN 35-0472300 P.O. BOX 7877 · FORT WAYNE, IN 46802 | 12b-1 Fees | $47,057 |
ASSOCIATED PENSION CONSULTANTS4+ years Service code 63 · EIN 11-3271022 111 EXPRESS STREET · PLAINVIEW, NY 11803 | 12b-1 Fees | $6,024 |
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 | $39,700 | $43,504-8.7% | $68,612-42.1% | $56,289-29.5% |
| Participation rate | 100.0% | 67.8%+32.2pp | 72.2%+27.8pp | 69.9%+30.1pp |
| Annual return | -4.55% | -3.15%-1.4pp | -4.63%+0.1pp | -9.96%+5.4pp |
| Employer contribution / active EE | $2,600 | $1,525+70.5% | $2,625-0.9% | $2,111+23.2% |
| Participant deferral / active EE | $4,874 | $2,509+94.3% | $3,311+47.2% | $3,350+45.5% |
| Admin fee / account holder | $197 | $515-61.8% | $5,131-96.2% | $521-62.3% |