Filed July 1, 2026 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $22,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $57,136 | $54,320+5.2% | $67,652-15.5% | $52,331+9.2% |
| Participation rate | 61.4% | 73.6%-12.2pp | 75.7%-14.2pp | 68.1%-6.7pp |
| Annual return | 3.43% | 6.81%-3.4pp | 6625.04%-6621.6pp | 4.54%-1.1pp |
| Employer contribution / active EE | $1,272 | $1,544-17.6% | $2,266-43.9% | $1,882-32.4% |
| Participant deferral / active EE | $2,389 | $2,950-19.0% | $3,560-32.9% | $3,022-21.0% |
| Admin fee / account holder | $135 | $527-74.3% | $4,821-97.2% | $592-77.1% |