Filed July 8, 2025
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-0472300 | Contract Administrator | $69,645 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,519 | $80,724-28.7% | $103,333-44.3% | $74,495-22.8% |
| Participation rate | 95.8% | 65.7%+30.2pp | 74.5%+21.3pp | 67.2%+28.6pp |
| Annual return | 11.35% | 27.56%-16.2pp | 24.88%-13.5pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $3,475 | $3,157+10.1% | $3,868-10.2% | $2,623+32.5% |
| Participant deferral / active EE | $4,027 | $3,860+4.3% | $5,057-20.4% | $4,346-7.3% |
| Admin fee / account holder | $252 | $2,368-89.3% | $8,355-97.0% | $1,942-87.0% |