Filed March 4, 2025 (most recent of 4 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $297,472 |
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 | $69,904 | $53,204+31.4% | $155,556-55.1% | $200,096-65.1% |
| Participation rate | 95.0% | 64.1%+30.9pp | 78.2%+16.8pp | 72.0%+23.0pp |
| Annual return | 13.96% | 41.02%-27.1pp | 64.84%-50.9pp | 34.26%-20.3pp |
| Employer contribution / active EE | $3,262 | $1,850+76.3% | $4,675-30.2% | $3,038+7.4% |
| Participant deferral / active EE | $6,235 | $3,163+97.1% | $5,631+10.7% | $5,090+22.5% |
| Admin fee / account holder | $78 | $186-58.2% | $15,885-99.5% | $269-71.2% |