Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $4,871 |
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 | $49,168 | $44,989+9.3% | $170,435-71.2% | $77,958-36.9% |
| Participation rate | 82.6% | 64.6%+18.0pp | 83.6%-1.0pp | 71.6%+11.0pp |
| Annual return | 15.43% | 19.61%-4.2pp | 205.94%-190.5pp | 20.87%-5.4pp |
| Employer contribution / active EE | $0 | $1,466-100.0% | $5,432-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $5,763 | $2,208+161.0% | $4,939+16.7% | $3,537+62.9% |
| Admin fee / account holder | $4 | $69-93.7% | $13,881-100.0% | $97-95.5% |