Filed December 18, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $19,818 |
FID INV INST OPS CO1 year Service code 15 · EIN 04-2647786 | Recordkeeping | $275 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,635 | $50,169+34.8% | $149,740-54.8% | $80,187-15.7% |
| Participation rate | 88.7% | 64.3%+24.4pp | 78.8%+9.9pp | 72.9%+15.8pp |
| Annual return | 14.18% | 29.82%-15.6pp | 134.51%-120.3pp | 40.40%-26.2pp |
| Employer contribution / active EE | $0 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $7,925 | $3,194+148.1% | $5,683+39.4% | $5,016+58.0% |
| Admin fee / account holder | $8 | $153-94.6% | $13,222-99.9% | $145-94.3% |