Filed May 14, 2025
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $57,642 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,197 |
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 | $32,062 | $46,173-30.6% | $170,435-81.2% | $69,631-54.0% |
| Participation rate | 99.0% | 63.9%+35.1pp | 83.6%+15.4pp | 70.7%+28.3pp |
| Annual return | 20.49% | 21.62%-1.1pp | 205.94%-185.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $1,091 | $1,610-32.2% | $5,432-79.9% | $2,032-46.3% |
| Participant deferral / active EE | $3,558 | $2,080+71.1% | $4,939-28.0% | $3,224+10.4% |
| Admin fee / account holder | $77 | $116-33.7% | $13,881-99.4% | $110-30.3% |