Filed February 17, 2026 (most recent of 7 filings on file)
Total covered: 63 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Filed as: LINCOLN RETIREMENT SVCS CO Service code 11 · EIN 35-1140070 | Actuarial | $384,861 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 1000 WILSON BLVD, SUITE 3000 · ARLINGTON, VA 22209 | Investment Management | $276,137 |
COHEN & STEERS2 years Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $225,697 |
MERCER3 years Service code 17 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Pension Consulting | $213,001 |
LAZARD ASSET MANAGEMENT2 years Filed as: LAZARD ASSET MANAGEMENT LCC Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $175,070 |
KEYBANK NATIONAL ASSOCIATION6+ years Filed as: KEYBANK N.A. Service code 13 · EIN 34-6881356 | Contract Administrator | $157,676 |
GOLDMAN SACHS2 years Filed as: FRONTRANGE CAPITAL PARTNERS Service code 28 250 FILLMORE STREET, SUITE 400 · DENVER, CO 80206 | Investment Management | $115,593 |
WEDGE CAPITAL MANAGEMENT6+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $96,973 |
PERELLA WEINBERG PARTNERS5 years Service code 28 767 FIFTH AVENUE, 3 · NEW YORK, NY 10153 | Investment Management | $60,578 |
LOOMIS SAYLES2 years Filed as: LOOMIS, SAYLES & COMPANY LP Service code 28 ONE FINANCIAL CENTER · BOSTON, MA 02111 | Investment Management | $42,623 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $220,428-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.5%-43.5pp | 0.0%0pp |
| Annual return | 16.31% | 117.00%-100.7pp | 90.61%-74.3pp | 5230.06%-5213.8pp |
| Employer contribution / active EE | $7,486 | $5,915+26.6% | $32,730-77.1% | $10,491-28.6% |
| Participant deferral / active EE | $0 | $76-100.0% | $40-100.0% | $460-100.0% |
| Admin fee / account holder | $0 | $0 | $12,805-100.0% | - |