Filed November 19, 2025 (most recent of 2 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $78,852 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $28,778 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,484 | $58,320+19.1% | $86,438-19.6% | $66,938+3.8% |
| Participation rate | 83.3% | 78.6%+4.7pp | 80.3%+3.0pp | 69.8%+13.5pp |
| Annual return | -13.44% | -9.71%-3.7pp | 4397.19%-4410.6pp | 1.58%-15.0pp |
| Employer contribution / active EE | $2,351 | $2,615-10.1% | $3,769-37.6% | $2,545-7.6% |
| Participant deferral / active EE | $7,542 | $6,899+9.3% | $6,952+8.5% | $4,238+77.9% |
| Admin fee / account holder | $383 | $546-29.8% | $6,733-94.3% | $594-35.4% |