Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $40,110 |
8 funds of $250K or more; 38 lines in all, holding $6.1M of the plan's $6.2M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln Yourpath 2020 Moderate Lincoln Financial · Other Recordkeeper's own fund | $942K | 15.5% |
| Lincoln Yourpath 2030 Moderate Lincoln Financial · Other Recordkeeper's own fund | $844K | 13.9% |
| Lincoln Yourpath 2025 Moderate Lincoln Financial · Other Recordkeeper's own fund | $690K | 11.4% |
| Lincoln Yourpath 2035 Moderate Lincoln Financial · Other Recordkeeper's own fund | $648K | 10.7% |
| Lincoln Yourpath 2040 Moderate Lincoln Financial · Other Recordkeeper's own fund | $591K | 9.8% |
| Lincoln Yourpath 2015 Moderate Lincoln Financial · Other Recordkeeper's own fund | $539K | 8.9% |
| Lincoln Yourpath 2030 Conservative Lincoln Financial · Other Recordkeeper's own fund | $370K | 6.1% |
| Lincoln Yourpath 2010 Moderate Lincoln Financial · Other Recordkeeper's own fund | $276K | 4.6% |
| Lincoln Yourpath Income Moderate Lincoln Financial · Other Recordkeeper's own fund | $199K | 3.3% |
| Lincoln Yourpath 2045 Moderate Lincoln Financial · Other Recordkeeper's own fund | $141K | 2.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.