Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $275 |
FID INV INST OPS CO2 years Service code 15 · EIN 04-2647786 | Recordkeeping | -$9,649 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,614 | $53,204+42.1% | $155,556-51.4% | $200,096-62.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 78.2%+21.8pp | 72.0%+28.0pp |
| Annual return | 14.92% | 41.02%-26.1pp | 64.84%-49.9pp | 34.26%-19.3pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $8,823 | $3,163+178.9% | $5,631+56.7% | $5,090+73.3% |
| Admin fee / account holder | -$4 | $186-102.1% | $15,885-100.0% | $269-101.5% |