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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $184,935 |
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 | $15,615 | $46,969-66.8% | $154,110-89.9% | $73,367-78.7% |
| Participation rate | 45.6% | 72.4%-26.8pp | 83.0%-37.5pp | 69.5%-23.9pp |
| Annual return | -3.40% | 821.68%-825.1pp | 735.22%-738.6pp | 173.45%-176.9pp |
| Employer contribution / active EE | $670 | $1,723-61.1% | $5,298-87.4% | $2,499-73.2% |
| Participant deferral / active EE | $8 | $3,162-99.8% | $5,081-99.8% | $4,033-99.8% |
| Admin fee / account holder | $36 | $47-22.6% | $13,412-99.7% | $68-47.3% |