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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $27,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$10,740 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,032 | $99,957+9.1% | $149,730-27.2% | $73,493+48.4% |
| Participation rate | 99.0% | 75.7%+23.3pp | 82.5%+16.5pp | 70.7%+28.3pp |
| Annual return | 23.03% | 53.87%-30.8pp | 276.70%-253.7pp | 28.51%-5.5pp |
| Employer contribution / active EE | $6,702 | $3,191+110.0% | $4,645+44.3% | $2,270+195.2% |
| Participant deferral / active EE | $16,107 | $6,073+165.2% | $6,843+135.4% | $3,740+330.7% |
| Admin fee / account holder | $42 | $551-92.3% | $9,310-99.5% | $513-91.8% |