Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 1300 S. CLINTON STREET, SUITE 150 · FORT WAYNE, IN 46802 | Advisory (Plan) | $45,759 |
Service code 37 · EIN 04-2647786 | Loan Processing | $27,020 |
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 | $22,308 | $37,213-40.1% | $156,551-85.8% | $63,975-65.1% |
| Participation rate | 88.8% | 65.0%+23.8pp | 84.0%+4.8pp | 71.1%+17.6pp |
| Annual return | 10.01% | 47.89%-37.9pp | 32.23%-22.2pp | 48.65%-38.6pp |
| Employer contribution / active EE | $889 | $1,357-34.5% | $5,501-83.8% | $2,182-59.3% |
| Participant deferral / active EE | $2,602 | $2,070+25.7% | $4,871-46.6% | $3,356-22.5% |
| Admin fee / account holder | $60 | $56+7.2% | $13,028-99.5% | $70-14.3% |