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 CORPORATION7+ years Filed as: LINCOLN RETIREMENT SVCS CO Service code 11 · EIN 35-1140070 | Actuarial | $382,597 |
MERCER4 years Service code 17 70 LINDEN OAKS, SUITE 310 · ROCHESTER, NY 14625 | Pension Consulting | $318,230 |
Filed as: SANDS CAPITAL MANAGEMENT Service code 28 1000 WILSON BLVD, SUITE 3000 · ARLINGTON, VA 22209 | Investment Management | $317,366 |
LAZARD ASSET MANAGEMENT3 years Filed as: LAZARD ASSET MANAGEMENT LCC Service code 28 30 ROCKEFELLER PLAZA · NEW YORK, NY 10112 | Investment Management | $278,732 |
COHEN & STEERS3 years Filed as: COHEN & STEERS CAPITAL MANAGEMENT Service code 28 280 PARK AVENUE · NEW YORK, NY 10017 | Investment Management | $197,003 |
KEYBANK NATIONAL ASSOCIATION7+ years Filed as: KEYBANK N.A. Service code 13 · EIN 34-6881356 | Contract Administrator | $119,125 |
GOLDMAN SACHS3 years Filed as: FRONTRANGE CAPITAL PARTNERS Service code 28 250 FILLMORE STREET, SUITE 400 · DENVER, CO 80206 | Investment Management | $97,500 |
DRA ADVISORS LLC2 years Filed as: DRA ADVISORS, LLC Service code 28 · EIN 84-2170090 575 FIFTH AVENUE, 38TH FLOOR · NEW YORK, NY 10017 | Investment Management | $53,300 |
ELLIOTT DAVIS, LLC1 year Filed as: ELLIOTT MANAGEMENT CORPORATION Service code 28 40 WEST 57TH STREET · NEW YORK, NY 10019 | Investment Management | $51,381 |
WEDGE CAPITAL MANAGEMENT7+ years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $48,898 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $227,282-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 35.4%-35.4pp | 0.0%0pp |
| Annual return | 10.71% | 45.95%-35.2pp | 10.75%0pp | 19.39%-8.7pp |
| Employer contribution / active EE | $6,270 | $4,551+37.8% | $35,170-82.2% | $8,446-25.8% |
| Participant deferral / active EE | $0 | $8-100.0% | $82-100.0% | $353-100.0% |
| Admin fee / account holder | $0 | $0 | $4,611-100.0% | - |