Filed November 18, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $8,520 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,668 | $50,150-54.8% | $149,723-84.9% | $80,169-71.7% |
| Participation rate | 100.0% | 64.3%+35.7pp | 78.8%+21.2pp | 72.9%+27.1pp |
| Annual return | 16.42% | 29.80%-13.4pp | 134.50%-118.1pp | 40.39%-24.0pp |
| Employer contribution / active EE | $2,623 | $1,868+40.4% | $4,821-45.6% | $2,978-11.9% |
| Participant deferral / active EE | $2,848 | $3,195-10.8% | $5,682-49.9% | $5,016-43.2% |
| Admin fee / account holder | $3 | $153-97.8% | $13,215-100.0% | $145-97.7% |