Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $232,879 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $41,014 | $44,989-8.8% | $170,435-75.9% | $77,958-47.4% |
| Participation rate | 97.2% | 64.6%+32.6pp | 83.6%+13.6pp | 71.6%+25.5pp |
| Annual return | 14.04% | 19.61%-5.6pp | 205.94%-191.9pp | 20.87%-6.8pp |
| Employer contribution / active EE | $1,149 | $1,466-21.6% | $5,432-78.8% | $2,310-50.3% |
| Participant deferral / active EE | $3,590 | $2,208+62.6% | $4,939-27.3% | $3,537+1.5% |
| Admin fee / account holder | $94 | $69+35.7% | $13,881-99.3% | $97-3.9% |