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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP1+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $92,155 |
US INSTITUTIONAL CORP1+ years Filed as: U.S. INSTITUTIONAL CORP. Service code 27 · EIN 20-2885939 | Advisory (Plan) | $74,450 |
17 funds of $250K or more; 14 lines in all, holding $40.1M of the plan's $41.2M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 55% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $21.9M | 54.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.2M | 10.5% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $3.6M | 8.9% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $3.0M | 7.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 5.5% |
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $1.5M | 3.7% |
| Pgim Jennison Small Company Fund Class R6 Prudential (PGIM) · Mutual fund | $1.5M | 3.7% |
| Invesco Diversified Dividend Fund Class R6 Invesco · Mutual fund | $1.3M | 3.1% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $486K | 1.2% |
| Vanguard Treasury Money Market Fund Investor Shares Vanguard · Money market | $183K | 0.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.