Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,838 |
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 | $37,855 | $37,039+2.2% | $147,618-74.4% | $59,188-36.0% |
| Participation rate | 87.7% | 63.8%+23.9pp | 84.6%+3.0pp | 69.4%+18.2pp |
| Annual return | 1.58% | 7.19%-5.6pp | 61.98%-60.4pp | 5.51%-3.9pp |
| Employer contribution / active EE | $899 | $1,353-33.5% | $5,564-83.8% | $2,098-57.1% |
| Participant deferral / active EE | $3,068 | $2,094+46.5% | $4,895-37.3% | $3,265-6.0% |
| Admin fee / account holder | $3 | $60-95.5% | $11,612-100.0% | $92-97.1% |