Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $6,821 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $54,424 | $47,456+14.7% | $172,757-68.5% | $77,775-30.0% |
| Participation rate | 85.8% | 66.3%+19.5pp | 82.6%+3.2pp | 73.2%+12.6pp |
| Annual return | 16.58% | 35.57%-19.0pp | 803.06%-786.5pp | 32.58%-16.0pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $6,693 | $2,560+161.5% | $5,198+28.8% | $3,966+68.8% |
| Admin fee / account holder | $3 | $81-96.4% | $13,956-100.0% | $100-97.1% |