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 CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $706,397 |
COMPU-MAIL1 year Service code 16 · EIN 16-1531240 | Consulting | $21,385 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,481 | $44,007+32.9% | $154,110-62.1% | $68,904-15.1% |
| Participation rate | 65.6% | 70.0%-4.4pp | 83.0%-17.4pp | 74.1%-8.5pp |
| Annual return | -3.27% | 8.15%-11.4pp | 735.22%-738.5pp | 1.07%-4.3pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $3,719 | $2,813+32.2% | $5,081-26.8% | $4,015-7.4% |
| Admin fee / account holder | $98 | $65+51.0% | $13,412-99.3% | $71+37.1% |