Filed May 14, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $42,997 |
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $21,883 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,212 |
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 | $50,667 | $52,293-3.1% | $178,503-71.6% | $73,412-31.0% |
| Participation rate | 93.6% | 65.3%+28.2pp | 81.9%+11.6pp | 72.2%+21.4pp |
| Annual return | 16.48% | 34.75%-18.3pp | 151.12%-134.6pp | 59.30%-42.8pp |
| Employer contribution / active EE | $1,464 | $1,736-15.7% | $5,011-70.8% | $2,234-34.5% |
| Participant deferral / active EE | $3,907 | $2,333+67.4% | $5,202-24.9% | $3,806+2.7% |
| Admin fee / account holder | $64 | $127-49.4% | $13,987-99.5% | $158-59.2% |