Filed November 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $39,111 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $19,568 |
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 | $67,483 | $66,813+1.0% | $100,528-32.9% | $73,493-8.2% |
| Participation rate | 84.1% | 77.5%+6.7pp | 79.4%+4.7pp | 70.7%+13.5pp |
| Annual return | 15.11% | 25.70%-10.6pp | 30.90%-15.8pp | 28.51%-13.4pp |
| Employer contribution / active EE | $2,076 | $2,147-3.3% | $3,419-39.3% | $2,270-8.5% |
| Participant deferral / active EE | $6,641 | $5,883+12.9% | $6,271+5.9% | $3,740+77.6% |
| Admin fee / account holder | $241 | $512-52.8% | $8,084-97.0% | $513-52.9% |