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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIALADVISORS CORP Service code 55 | Other Commissions | $75,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,825 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $0 |
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 | $199,719 | $74,089+169.6% | $133,975+49.1% | $55,167+262.0% |
| Participation rate | 89.5% | 84.3%+5.2pp | 87.1%+2.4pp | 69.0%+20.5pp |
| Annual return | 8.48% | 12.11%-3.6pp | 29.29%-20.8pp | 169.23%-160.8pp |
| Employer contribution / active EE | $4,368 | $3,064+42.6% | $5,211-16.2% | $1,963+122.6% |
| Participant deferral / active EE | $7,161 | $4,678+53.1% | $6,282+14.0% | $3,054+134.5% |
| Admin fee / account holder | -$23 | $458-105.1% | $9,324-100.3% | $504-104.7% |