Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $278,168 |
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 | $59,580 | $50,169+18.8% | $149,740-60.2% | $80,187-25.7% |
| Participation rate | 95.9% | 64.3%+31.6pp | 78.8%+17.1pp | 72.9%+23.0pp |
| Annual return | 18.06% | 29.82%-11.8pp | 134.51%-116.5pp | 40.40%-22.3pp |
| Employer contribution / active EE | $2,967 | $1,869+58.7% | $4,821-38.5% | $2,980-0.4% |
| Participant deferral / active EE | $5,864 | $3,194+83.6% | $5,683+3.2% | $5,016+16.9% |
| Admin fee / account holder | $72 | $153-52.8% | $13,222-99.5% | $145-50.3% |