Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,153 |
Service code 49 · EIN 94-1606517 | Other Services | $9,931 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,602 | $56,095+8.0% | $178,510-66.1% | $90,274-32.9% |
| Participation rate | 87.4% | 65.6%+21.9pp | 81.9%+5.5pp | 73.4%+14.1pp |
| Annual return | 14.02% | 28.81%-14.8pp | 151.13%-137.1pp | 53.97%-40.0pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $6,915 | $2,669+159.1% | $5,202+32.9% | $4,231+63.5% |
| Admin fee / account holder | $9 | $101-91.4% | $13,988-99.9% | $114-92.4% |