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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $24,993 |
Service code 37 · EIN 35-0145825 | Loan Processing | $15,989 |
Filed as: INDEPENDENT FIN PARTNERS Service code 26 · EIN 59-3331424 | Advisory (Participants) | $11,432 |
Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $515 |
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 | $59,389 | $47,977+23.8% | $154,111-61.5% | $56,287+5.5% |
| Participation rate | 79.1% | 66.2%+13.0pp | 83.0%-3.9pp | 69.9%+9.3pp |
| Annual return | -2.26% | 3.54%-5.8pp | 735.18%-737.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $2,975 | $2,169+37.2% | $5,298-43.8% | $2,111+40.9% |
| Participant deferral / active EE | $2,740 | $2,392+14.6% | $5,081-46.1% | $3,350-18.2% |
| Admin fee / account holder | $213 | $438-51.5% | $13,411-98.4% | $521-59.2% |