Filed September 17, 2026 (most recent of 2 filings on file)
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 1 GRANITE PL · CONCORD, NH 03301 | Other Commissions | $25,664 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,971 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,310 | $50,106-21.5% | $70,014-43.9% | $57,658-31.8% |
| Participation rate | 82.1% | 70.9%+11.3pp | 71.8%+10.3pp | 70.2%+11.9pp |
| Annual return | 8.23% | 14.58%-6.4pp | 12.99%-4.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $2,972 | $1,739+70.9% | $2,338+27.1% | $1,974+50.6% |
| Participant deferral / active EE | $1,506 | $2,486-39.4% | $2,931-48.6% | $3,061-50.8% |
| Admin fee / account holder | $50 | $89-44.4% | $4,380-98.9% | $95-47.6% |