Filed March 19, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,464 |
LINCOLN NATIONAL CORPORATION5 years Filed as: LINCOLN FINANCIAL ADVS CORP Service code 27 · EIN 35-1151034 | Advisory (Plan) | $26,410 |
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 | $11,302 | $52,293-78.4% | $178,498-93.7% | $73,412-84.6% |
| Participation rate | 92.3% | 65.3%+27.0pp | 81.9%+10.4pp | 72.2%+20.2pp |
| Annual return | 17.30% | 34.75%-17.4pp | 151.09%-133.8pp | 59.30%-42.0pp |
| Employer contribution / active EE | $1,215 | $1,735-30.0% | $5,011-75.7% | $2,234-45.6% |
| Participant deferral / active EE | $1,954 | $2,332-16.2% | $5,202-62.4% | $3,806-48.7% |
| Admin fee / account holder | $53 | $127-58.3% | $13,985-99.6% | $158-66.3% |