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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $169,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,000 | $63,964-75.0% | $147,618-89.2% | $67,505-76.3% |
| Participation rate | 35.2% | 68.6%-33.4pp | 84.6%-49.4pp | 71.2%-36.0pp |
| Annual return | 2.01% | 9.05%-7.0pp | 61.98%-60.0pp | 6.52%-4.5pp |
| Employer contribution / active EE | $506 | $1,618-68.8% | $5,564-90.9% | $2,173-76.7% |
| Participant deferral / active EE | $4 | $2,589-99.9% | $4,895-99.9% | $3,597-99.9% |
| Admin fee / account holder | $43 | $43+1.1% | $11,612-99.6% | $56-22.9% |