Filed November 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,244 |
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 | $46,565 | $61,214-23.9% | $83,322-44.1% | $56,287-17.3% |
| Participation rate | 77.9% | 72.6%+5.3pp | 77.8%+0.1pp | 69.9%+8.0pp |
| Annual return | -5.79% | 0.42%-6.2pp | 10.64%-16.4pp | -9.96%+4.2pp |
| Employer contribution / active EE | $2,101 | $1,925+9.1% | $3,379-37.8% | $2,111-0.5% |
| Participant deferral / active EE | $6,395 | $5,091+25.6% | $5,565+14.9% | $3,350+90.9% |
| Admin fee / account holder | $201 | $512-60.7% | $7,540-97.3% | $521-61.4% |