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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 55 | Other Commissions | $9,609 |
Service code 12 · EIN 23-2250214 | Other fees; Claims processing | $0 |
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 04-3523567 | Other Commissions | $0 |
MORISON COGEN LLP3+ years Service code 10 · EIN 46-1980175 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,724 | $50,385-33.1% | $75,501-55.3% | $62,293-45.9% |
| Participation rate | 90.0% | 67.7%+22.3pp | 72.4%+17.6pp | 69.5%+20.5pp |
| Annual return | 13.59% | 19.90%-6.3pp | 27.35%-13.8pp | 28.90%-15.3pp |
| Employer contribution / active EE | $347 | $1,537-77.4% | $2,352-85.3% | $2,042-83.0% |
| Participant deferral / active EE | $816 | $2,445-66.6% | $3,142-74.0% | $3,169-74.3% |
| Admin fee / account holder | $209 | $384-45.7% | $5,801-96.4% | $479-56.5% |