Filed November 18, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $9,200 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,330 | $45,000-68.2% | $143,797-90.0% | $77,906-81.6% |
| Participation rate | 96.9% | 66.8%+30.0pp | 80.3%+16.6pp | 73.7%+23.2pp |
| Annual return | -14.12% | 29.03%-43.2pp | -0.04%-14.1pp | 12.16%-26.3pp |
| Employer contribution / active EE | $2,359 | $1,870+26.2% | $4,952-52.4% | $2,846-17.1% |
| Participant deferral / active EE | $2,513 | $3,157-20.4% | $5,638-55.4% | $4,805-47.7% |
| Admin fee / account holder | $3 | $98-97.0% | $14,679-100.0% | $133-97.8% |