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| Provider | Service type | Compensation |
|---|---|---|
Service code 12 · EIN 13-3689044 | Distribution (12b-1) fees; Recordkeep... | $108,944 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $29,900 |
Service code 10 · EIN 95-0858589 | Accounting | $17,000 |
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $23 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
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 | $16,675 | $52,293-68.1% | $178,499-90.7% | $73,412-77.3% |
| Participation rate | 92.5% | 65.3%+27.1pp | 81.9%+10.5pp | 72.2%+20.3pp |
| Annual return | 3.57% | 34.75%-31.2pp | 151.10%-147.5pp | 59.30%-55.7pp |
| Employer contribution / active EE | $1,650 | $1,735-4.9% | $5,011-67.1% | $2,234-26.1% |
| Participant deferral / active EE | $1,650 | $2,332-29.3% | $5,202-68.3% | $3,806-56.7% |
| Admin fee / account holder | $89 | $127-30.2% | $13,986-99.4% | $158-43.7% |