Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $11,403 |
COMMERCIAL SUPPORT SERVICES2 years Service code 49 · EIN 94-1606517 | Other Services | $5,804 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,375 | $67,512-4.6% | $185,823-65.4% | $93,030-30.8% |
| Participation rate | 88.0% | 67.1%+20.8pp | 81.7%+6.3pp | 73.9%+14.0pp |
| Annual return | 12.86% | 21.04%-8.2pp | 122.05%-109.2pp | 158.70%-145.8pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,167-100.0% | $2,706-100.0% |
| Participant deferral / active EE | $7,552 | $3,035+148.8% | $5,568+35.6% | $4,562+65.5% |
| Admin fee / account holder | $7 | $318-97.9% | $16,237-100.0% | $152-95.7% |