Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $164,562 |
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 | $53,021 | $56,095-5.5% | $178,510-70.3% | $90,274-41.3% |
| Participation rate | 94.4% | 65.6%+28.8pp | 81.9%+12.5pp | 73.4%+21.1pp |
| Annual return | 15.66% | 28.81%-13.2pp | 151.13%-135.5pp | 53.97%-38.3pp |
| Employer contribution / active EE | $1,438 | $1,572-8.5% | $5,011-71.3% | $2,523-43.0% |
| Participant deferral / active EE | $4,376 | $2,669+64.0% | $5,202-15.9% | $4,231+3.4% |
| Admin fee / account holder | $52 | $101-48.7% | $13,988-99.6% | $114-54.7% |