Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $289,191 |
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 | $60,596 | $67,512-10.2% | $185,854-67.4% | $93,010-34.9% |
| Participation rate | 94.8% | 67.1%+27.7pp | 81.7%+13.1pp | 73.9%+20.9pp |
| Annual return | 15.10% | 21.04%-5.9pp | 122.12%-107.0pp | 158.70%-143.6pp |
| Employer contribution / active EE | $1,634 | $1,783-8.4% | $5,169-68.4% | $2,705-39.6% |
| Participant deferral / active EE | $5,052 | $3,035+66.4% | $5,569-9.3% | $4,561+10.8% |
| Admin fee / account holder | $87 | $318-72.6% | $16,246-99.5% | $152-42.6% |