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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP. Service code 55 | Other Commissions | $10,493 |
Filed as: DAVIDSON, HOLLAND, WHITESE & CO. Service code 10 · EIN 56-1706742 | Accounting | $10,000 |
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 04-3523567 | Other Commissions | $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).
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 | $28,829 | $43,504-33.7% | $68,612-58.0% | $56,289-48.8% |
| Participation rate | 88.6% | 67.8%+20.8pp | 72.2%+16.4pp | 69.9%+18.8pp |
| Annual return | -5.87% | -3.15%-2.7pp | -4.63%-1.2pp | -9.96%+4.1pp |
| Employer contribution / active EE | $398 | $1,525-73.9% | $2,625-84.8% | $2,111-81.2% |
| Participant deferral / active EE | $907 | $2,509-63.8% | $3,311-72.6% | $3,350-72.9% |
| Admin fee / account holder | $86 | $515-83.3% | $5,131-98.3% | $521-83.5% |