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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP10+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $612,175 |
PREFERRED RESOURCE SOLUTIONS10+ years Service code 16 · EIN 27-3254630 5088 CORPORATE EXCHANGE BLVD · GRAND RAPIDS, MI 49512 | Consulting | $460,494 |
Service code 26 · EIN 82-3226180 | Advisory (Participants) | $14,110 |
MILLER CPA1 year Filed as: MILLER CPA, PLLC Service code 10 · EIN 82-1430242 | Accounting | $8,500 |
13 funds of $250K or more; 17 lines in all, holding $12.6M of the plan's $22.5M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.7M | 29.4% |
| MFS Internal Growth MFS (Sun Life) · Mutual fund | $2.1M | 16.9% |
| Invesco Cornstock A Invesco · Mutual fund Possible retail class A | $963K | 7.7% |
| MFS Mefs Mid Cap Value MFS (Sun Life) · Mutual fund | $933K | 7.4% |
| Columbia Small Cap Index 12 Ameriprise (Columbia Threadneedle) · Mutual fund Index | $722K | 5.7% |
| Delaware Emerging Markets Macquarie / Nomura · Other | $707K | 5.6% |
| Eaton Vance Atlanta Capital Smid Cap Morgan Stanley · Other | $617K | 4.9% |
| American Funds Am Cpa Capital Group · Mutual fund | $567K | 4.5% |
| First Eagle Overseas Manager not matched · Other | $528K | 4.2% |
| Global Real Estate Securities Fund Principal · Mutual fund | $516K | 4.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.