Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $198,717 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 16 · EIN 26-0058143 PO BOX 600071 · RALEIGH, NC 27675 | Consulting | $11,945 |
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 | $45,570 | $47,456-4.0% | $172,757-73.6% | $77,775-41.4% |
| Participation rate | 96.0% | 66.3%+29.7pp | 82.6%+13.4pp | 73.2%+22.8pp |
| Annual return | 20.76% | 35.57%-14.8pp | 803.06%-782.3pp | 32.58%-11.8pp |
| Employer contribution / active EE | $1,372 | $1,574-12.8% | $5,144-73.3% | $2,504-45.2% |
| Participant deferral / active EE | $4,199 | $2,560+64.0% | $5,198-19.2% | $3,966+5.9% |
| Admin fee / account holder | $68 | $81-16.3% | $13,956-99.5% | $100-32.4% |