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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP11+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $67,451 |
LPL FINANCIAL5 years Service code 26 · EIN 04-3046611 | Advisory (Participants) | $30,000 |
14 funds of $250K or more; 16 lines in all, holding $22.8M of the plan's $23.7M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.3M | 18.8% |
| JPMorgan Core Bond Fund Class R6 JPMorgan · Mutual fund | $3.5M | 15.3% |
| BNY Mellon Midcap Index Inc Class I BNY · Mutual fund Index | $2.5M | 11.1% |
| Nomura Small Cap Value Fund Class R6 Macquarie / Nomura · Mutual fund | $1.9M | 8.2% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $1.9M | 8.2% |
| Eupac Fund Capital Group · Mutual fund | $1.7M | 7.6% |
| Contract Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $1.7M | 7.6% |
| DFA Inflation-Protected Securities Portfolio - Institutional Class Dimensional · Mutual fund | $1.1M | 5.0% |
| iShares MSCI EAFE International Index Fund Class K BlackRock · ETF Index | $980K | 4.3% |
| Fidelity Contrafund Class K Fidelity (FMR) · Mutual fund | $938K | 4.1% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.