Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,376 |
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 | $46,275 | $37,213+24.4% | $156,551-70.4% | $63,975-27.7% |
| Participation rate | 75.4% | 65.0%+10.4pp | 84.0%-8.6pp | 71.1%+4.3pp |
| Annual return | 8.84% | 47.89%-39.0pp | 32.23%-23.4pp | 48.65%-39.8pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $5,671 | $2,070+173.9% | $4,871+16.4% | $3,356+68.9% |
| Admin fee / account holder | $5 | $56-91.3% | $13,028-100.0% | $70-93.1% |