Filed November 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $49,060 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $6,084 |
Filed as: AXA ADVISORS LLC Service code 27 · EIN 13-4071393 | Advisory (Plan) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $55,376 | $58,655-5.6% | $91,994-39.8% | $65,185-15.0% |
| Participation rate | 79.0% | 75.3%+3.8pp | 78.6%+0.4pp | 70.2%+8.8pp |
| Annual return | 21.68% | 33.92%-12.2pp | 69.04%-47.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $1,957 | $2,080-5.9% | $3,453-43.3% | $2,177-10.1% |
| Participant deferral / active EE | $6,283 | $5,474+14.8% | $5,924+6.1% | $3,514+78.8% |
| Admin fee / account holder | $234 | $434-46.2% | $7,744-97.0% | $847-72.4% |