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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL11+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $46,241 |
M3 ADVISORY GROUP11+ years Service code 27 · EIN 11-3769499 | Advisory (Plan) | $46,241 |
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-0472300 | Contract Administrator | $1,518 |
11 funds of $250K or more; 14 lines in all, holding $18.7M of the plan's $18.8M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Alger Capital Appreciation Instl R Manager not matched · Mutual fund | $5.8M | 31.1% |
| JPMorgan US Large Cap Core Plus Class R JPMorgan · Mutual fund Possible retail class R2 | $4.0M | 21.2% |
| Nomura Balanced Fund Macquarie / Nomura · Mutual fund | $2.2M | 11.6% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.5M | 7.8% |
| Nomura International Core Equity Fund Macquarie / Nomura · Mutual fund | $1.2M | 6.6% |
| John Hancock Disciplined Value Fund Class R2 John Hancock (Manulife) · Mutual fund Possible retail class R2 | $1.2M | 6.4% |
| Nomura Mid Cap Growth Fund Macquarie / Nomura · Mutual fund | $895K | 4.8% |
| Western Asset Core Plus Bond Fund Class IS Franklin Templeton · Mutual fund | $587K | 3.1% |
| Macquarie Small Cap Growth Macquarie / Nomura · Mutual fund | $481K | 2.6% |
| Fidelity Advisor Mid Cap Value Fund Class M Fidelity (FMR) · Mutual fund | $317K | 1.7% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.