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 CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $602,431 |
KPMG LLP1+ years Filed as: KPMG. LLP Service code 10 · EIN 13-5565207 | Accounting | $2,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,581 | $63,964-19.4% | $147,618-65.1% | $67,505-23.6% |
| Participation rate | 58.3% | 68.6%-10.3pp | 84.6%-26.3pp | 71.2%-12.9pp |
| Annual return | 2.59% | 9.05%-6.5pp | 61.98%-59.4pp | 6.52%-3.9pp |
| Employer contribution / active EE | -$0 | $1,618-100.0% | $5,564-100.0% | $2,173-100.0% |
| Participant deferral / active EE | $2,991 | $2,589+15.5% | $4,895-38.9% | $3,597-16.8% |
| Admin fee / account holder | $92 | $43+116.0% | $11,612-99.2% | $56+64.6% |