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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 27 · EIN 02-0275490 | Advisory (Plan) | $23,589 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,507 | $88,324-47.3% | $115,038-59.6% | $55,191-15.7% |
| Participation rate | 74.0% | 72.5%+1.5pp | 81.4%-7.4pp | 69.2%+4.9pp |
| Annual return | 1.99% | 6.30%-4.3pp | 26.14%-24.2pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,927 | $2,805-31.3% | $4,608-58.2% | $1,899+1.5% |
| Participant deferral / active EE | $6,532 | $5,042+29.5% | $6,026+8.4% | $3,046+114.4% |
| Admin fee / account holder | $95 | $105-9.4% | $8,175-98.8% | $91+5.2% |