Filed November 18, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $13,225 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,058 | $53,204-54.8% | $155,556-84.5% | $200,096-88.0% |
| Participation rate | 86.9% | 64.1%+22.8pp | 78.2%+8.7pp | 72.0%+14.9pp |
| Annual return | 15.48% | 41.02%-25.5pp | 64.84%-49.4pp | 34.26%-18.8pp |
| Employer contribution / active EE | $2,369 | $1,850+28.1% | $4,675-49.3% | $3,038-22.0% |
| Participant deferral / active EE | $2,535 | $3,163-19.9% | $5,631-55.0% | $5,090-50.2% |
| Admin fee / account holder | $4 | $186-97.7% | $15,885-100.0% | $269-98.4% |