Filed September 23, 2022 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 55 · EIN 35-1151034 | Other Commissions | $90,405 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,650 |
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 | $91,430 | $91,517-0.1% | $101,275-9.7% | $73,412+24.5% |
| Participation rate | 57.7% | 73.8%-16.1pp | 75.8%-18.1pp | 72.2%-14.5pp |
| Annual return | 15.89% | 17.17%-1.3pp | 46.48%-30.6pp | 59.30%-43.4pp |
| Employer contribution / active EE | $553 | $2,877-80.8% | $3,660-84.9% | $2,234-75.2% |
| Participant deferral / active EE | $3,498 | $3,338+4.8% | $4,371-20.0% | $3,806-8.1% |
| Admin fee / account holder | $13 | $216-94.2% | $5,948-99.8% | $158-92.0% |