Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $263,215 |
Filed as: JEFFERSON, URIAN, DOANE & STERNER Service code 10 · EIN 51-0212284 | Accounting | $7,655 |
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 | $39,333 | $37,213+5.7% | $156,551-74.9% | $63,975-38.5% |
| Participation rate | 93.0% | 65.0%+28.0pp | 84.0%+9.0pp | 71.1%+21.9pp |
| Annual return | 8.36% | 47.89%-39.5pp | 32.23%-23.9pp | 48.65%-40.3pp |
| Employer contribution / active EE | $1,069 | $1,357-21.2% | $5,501-80.6% | $2,182-51.0% |
| Participant deferral / active EE | $3,340 | $2,070+61.4% | $4,871-31.4% | $3,356-0.5% |
| Admin fee / account holder | $115 | $56+103.7% | $13,028-99.1% | $70+62.9% |