Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $21,856 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,694 |
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 | $58,900 | $73,102-19.4% | $123,552-52.3% | $56,287+4.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | 7.06% | 3.01%+4.0pp | 119.20%-112.1pp | -9.96%+17.0pp |
| Employer contribution / active EE | $5,939 | $2,977+99.5% | $4,628+28.3% | $2,111+181.3% |
| Participant deferral / active EE | $13,104 | $5,423+141.6% | $6,426+103.9% | $3,350+291.2% |
| Admin fee / account holder | $10 | $554-98.1% | $9,285-99.9% | $521-98.0% |