Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $292,058 |
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 | $50,766 | $45,000+12.8% | $143,801-64.7% | $77,906-34.8% |
| Participation rate | 93.4% | 66.8%+26.6pp | 80.3%+13.1pp | 73.7%+19.7pp |
| Annual return | -14.88% | 29.03%-43.9pp | -0.04%-14.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $2,190 | $1,870+17.1% | $4,952-55.8% | $2,846-23.1% |
| Participant deferral / active EE | $5,299 | $3,157+67.9% | $5,639-6.0% | $4,805+10.3% |
| Admin fee / account holder | $81 | $98-18.2% | $14,680-99.5% | $133-39.3% |