Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $78,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,967 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,449 |
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 | $40,125 | $62,928-36.2% | $172,753-76.8% | $67,582-40.6% |
| Participation rate | 96.0% | 64.5%+31.5pp | 82.6%+13.3pp | 71.3%+24.7pp |
| Annual return | 25.01% | 30.36%-5.4pp | 803.00%-778.0pp | 378.57%-353.6pp |
| Employer contribution / active EE | $1,274 | $1,636-22.2% | $5,144-75.2% | $2,148-40.7% |
| Participant deferral / active EE | $3,970 | $2,145+85.1% | $5,198-23.6% | $3,539+12.2% |
| Admin fee / account holder | $114 | $167-31.4% | $13,956-99.2% | $142-19.7% |