Filed March 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Filed as: LINCOLN FINANCIAL ADVS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $18,986 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,351 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $10,706 | $37,196-71.2% | $154,111-93.1% | $55,725-80.8% |
| Participation rate | 94.8% | 64.1%+30.8pp | 83.0%+11.8pp | 70.9%+24.0pp |
| Annual return | -7.13% | 1319.68%-1326.8pp | 735.18%-742.3pp | 244.93%-252.1pp |
| Employer contribution / active EE | $889 | $1,614-44.9% | $5,298-83.2% | $2,078-57.2% |
| Participant deferral / active EE | $1,762 | $2,068-14.8% | $5,081-65.3% | $3,356-47.5% |
| Admin fee / account holder | $46 | $102-55.0% | $13,411-99.7% | $115-60.3% |