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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 45-1980175 | Other Services | $15,043 |
LINCOLN NATIONAL CORPORATION2+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 55 | Other Commissions | $341 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,173 | $46,072+34.9% | $69,779-10.9% | $55,167+12.7% |
| Participation rate | 42.2% | 67.5%-25.3pp | 71.8%-29.6pp | 69.0%-26.8pp |
| Annual return | 6.99% | 8.68%-1.7pp | 12.99%-6.0pp | 169.23%-162.2pp |
| Employer contribution / active EE | $0 | $1,500-100.0% | $2,338-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $910 | $2,344-61.2% | $2,931-69.0% | $3,054-70.2% |
| Admin fee / account holder | $126 | $428-70.6% | $4,381-97.1% | $504-75.0% |