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 | $212,499 |
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 | $21,504 | $63,259-66.0% | $178,510-88.0% | $93,223-76.9% |
| Participation rate | 47.7% | 72.1%-24.4pp | 81.9%-34.2pp | 74.9%-27.2pp |
| Annual return | 14.41% | 19.93%-5.5pp | 151.13%-136.7pp | 19.29%-4.9pp |
| Employer contribution / active EE | $874 | $1,865-53.1% | $5,011-82.6% | $2,680-67.4% |
| Participant deferral / active EE | $7 | $3,372-99.8% | $5,202-99.9% | $4,563-99.9% |
| Admin fee / account holder | $40 | $58-30.3% | $13,988-99.7% | $79-48.9% |