Filed November 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $40,051 |
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 | $51,930 | $59,535-12.8% | $90,161-42.4% | $62,293-16.6% |
| Participation rate | 84.3% | 73.0%+11.2pp | 76.9%+7.4pp | 69.5%+14.7pp |
| Annual return | 16.26% | 23.53%-7.3pp | 34.89%-18.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,953 | $1,826+7.0% | $3,318-41.2% | $2,042-4.4% |
| Participant deferral / active EE | $5,835 | $4,639+25.8% | $5,287+10.4% | $3,169+84.1% |
| Admin fee / account holder | $191 | $337-43.3% | $5,943-96.8% | $479-60.2% |