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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL GROUP Service code 27 · EIN 35-0472300 PO BOX 2212 · FORT WAYNE, IN 46081 | Advisory (Plan) | $34,736 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,633 | $45,119-25.5% | $85,126-60.5% | $74,429-54.8% |
| Participation rate | 95.0% | 49.4%+45.6pp | 67.5%+27.4pp | 67.2%+27.7pp |
| Annual return | 27.88% | 26.28%+1.6pp | 66.63%-38.8pp | 1368.38%-1340.5pp |
| Employer contribution / active EE | $1,949 | $1,460+33.4% | $2,731-28.7% | $2,625-25.8% |
| Participant deferral / active EE | $4,571 | $2,738+67.0% | $4,523+1.1% | $4,348+5.1% |
| Admin fee / account holder | $155 | $2,214-93.0% | $6,160-97.5% | $1,944-92.0% |