Filed November 19, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9 years Service code 13 · EIN 35-1140070 | Contract Administrator | $76,478 |
Service code 27 · EIN 04-2675571 | Advisory (Plan) | $38,242 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,321 | $79,169+76.0% | $100,415+38.7% | $74,478+87.1% |
| Participation rate | 86.3% | 79.4%+6.9pp | 81.5%+4.8pp | 67.2%+19.1pp |
| Annual return | 11.86% | 20.51%-8.7pp | 49.47%-37.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $2,713 | $3,017-10.1% | $3,943-31.2% | $2,626+3.3% |
| Participant deferral / active EE | $8,881 | $7,751+14.6% | $8,091+9.8% | $4,350+104.1% |
| Admin fee / account holder | $590 | $1,337-55.9% | $7,906-92.5% | $1,946-69.7% |