Filed September 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $78,379 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,030 | $66,650+23.1% | $92,915-11.7% | $67,582+21.4% |
| Participation rate | 56.7% | 72.5%-15.8pp | 76.0%-19.3pp | 71.3%-14.6pp |
| Annual return | 23.61% | 92.64%-69.0pp | 109.45%-85.8pp | 378.57%-355.0pp |
| Employer contribution / active EE | $537 | $2,777-80.7% | $3,653-85.3% | $2,148-75.0% |
| Participant deferral / active EE | $3,325 | $3,160+5.2% | $4,238-21.5% | $3,539-6.1% |
| Admin fee / account holder | $17 | $199-91.7% | $5,796-99.7% | $142-88.3% |