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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $85,740 |
SANCTUARY ADVISORS, LLC3 years Filed as: SANCTUARY ADVISORS LLC Service code 26 · EIN 47-3162022 | Advisory (Participants) | $63,907 |
21 funds of $250K or more; 38 lines in all, holding $45.4M of the plan's $46.3M. From the 2025 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $8.5M | 18.6% |
| American Century Ultra R5 Class American Century · Other | $6.1M | 13.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.8M | 8.5% |
| JPMorgan U.S. Equity Fund Class R6 JPMorgan · Mutual fund | $3.6M | 7.9% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $3.3M | 7.3% |
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $3.2M | 7.0% |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 6.9% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $2.7M | 5.8% |
| Washington Mutual Investors Fund R-6 Capital Group · Mutual fund | $1.5M | 3.4% |
| Pioneer Strategic Income Class K Victory Capital · Other | $1.4M | 3.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
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.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.