Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $72,274 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,319 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,524 | $37,196-20.6% | $154,108-80.8% | $55,725-47.0% |
| Participation rate | 99.4% | 64.1%+35.3pp | 83.0%+16.3pp | 70.9%+28.5pp |
| Annual return | -6.59% | 1319.68%-1326.3pp | 735.21%-741.8pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,265 | $1,614-21.6% | $5,298-76.1% | $2,078-39.1% |
| Participant deferral / active EE | $3,772 | $2,068+82.4% | $5,081-25.8% | $3,356+12.4% |
| Admin fee / account holder | $67 | $102-34.5% | $13,411-99.5% | $115-42.2% |