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 | $53,254-54.8% | $155,574-84.5% | $199,921-88.0% |
| Participation rate | 86.9% | 64.1%+22.8pp | 78.2%+8.7pp | 72.0%+14.9pp |
| Annual return | 15.48% | 41.18%-25.7pp | 64.87%-49.4pp | 34.28%-18.8pp |
| Employer contribution / active EE | $2,369 | $1,848+28.2% | $4,676-49.3% | $3,035-21.9% |
| Participant deferral / active EE | $2,535 | $3,165-19.9% | $5,629-55.0% | $5,089-50.2% |
| Admin fee / account holder | $4 | $186-97.7% | $15,914-100.0% | $269-98.4% |