Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $91,764 |
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $38,888 |
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 | $19,761 | $37,039-46.6% | $147,617-86.6% | $59,188-66.6% |
| Participation rate | 85.9% | 63.8%+22.2pp | 84.6%+1.3pp | 69.4%+16.5pp |
| Annual return | 0.51% | 7.19%-6.7pp | 61.98%-61.5pp | 5.51%-5.0pp |
| Employer contribution / active EE | $834 | $1,353-38.3% | $5,564-85.0% | $2,098-60.2% |
| Participant deferral / active EE | $2,627 | $2,094+25.5% | $4,895-46.3% | $3,265-19.5% |
| Admin fee / account holder | $119 | $60+98.3% | $11,612-99.0% | $92+29.5% |