Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $206,490 |
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 | $39,936 | $45,382-12.0% | $154,110-74.1% | $75,289-47.0% |
| Participation rate | 89.3% | 65.9%+23.4pp | 83.0%+6.3pp | 72.4%+16.9pp |
| Annual return | -2.87% | -0.47%-2.4pp | 735.22%-738.1pp | -0.04%-2.8pp |
| Employer contribution / active EE | $1,351 | $1,533-11.9% | $5,298-74.5% | $2,405-43.8% |
| Participant deferral / active EE | $4,007 | $2,384+68.1% | $5,081-21.1% | $3,739+7.2% |
| Admin fee / account holder | $74 | $89-17.5% | $13,412-99.5% | $102-27.9% |