Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $5,708 |
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 | $47,640 | $45,382+5.0% | $154,110-69.1% | $75,289-36.7% |
| Participation rate | 83.9% | 65.9%+18.1pp | 83.0%+0.9pp | 72.4%+11.5pp |
| Annual return | -1.96% | -0.47%-1.5pp | 735.22%-737.2pp | -0.04%-1.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $6,349 | $2,384+166.3% | $5,081+25.0% | $3,739+69.8% |
| Admin fee / account holder | $5 | $89-94.7% | $13,412-100.0% | $102-95.4% |