Filed November 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $89,184 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $44,662 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,094 | $82,879+32.8% | $96,576+14.0% | $67,986+61.9% |
| Participation rate | 85.0% | 75.2%+9.8pp | 81.4%+3.5pp | 57.2%+27.7pp |
| Annual return | 18.42% | 36.90%-18.5pp | 38.47%-20.0pp | 31.67%-13.2pp |
| Employer contribution / active EE | $2,986 | $2,727+9.5% | $3,553-16.0% | $2,019+47.9% |
| Participant deferral / active EE | $9,722 | $6,976+39.4% | $7,956+22.2% | $3,358+189.5% |
| Admin fee / account holder | $433 | $2,783-84.4% | $11,381-96.2% | $3,203-86.5% |