Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $799,455 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $79,903 | $63,259+26.3% | $178,510-55.2% | $93,223-14.3% |
| Participation rate | 68.7% | 72.1%-3.5pp | 81.9%-13.3pp | 74.9%-6.2pp |
| Annual return | 15.21% | 19.93%-4.7pp | 151.13%-135.9pp | 19.29%-4.1pp |
| Employer contribution / active EE | $1 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $4,141 | $3,372+22.8% | $5,202-20.4% | $4,563-9.2% |
| Admin fee / account holder | $103 | $58+77.5% | $13,988-99.3% | $79+30.1% |