Filed March 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Filed as: LINCOLN FINANCIAL ADVS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $15,628 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $13,541 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,370 | $46,173-77.5% | $170,435-93.9% | $69,631-85.1% |
| Participation rate | 95.3% | 63.9%+31.4pp | 83.6%+11.7pp | 70.7%+24.6pp |
| Annual return | 18.40% | 21.62%-3.2pp | 205.94%-187.5pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $930 | $1,610-42.3% | $5,432-82.9% | $2,032-54.3% |
| Participant deferral / active EE | $1,638 | $2,080-21.2% | $4,939-66.8% | $3,224-49.2% |
| Admin fee / account holder | $40 | $116-65.8% | $13,881-99.7% | $110-64.1% |