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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC9 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 26 · EIN 26-0058143 | Advisory (Participants) | $97,811 |
Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $41,345 |
19 funds of $250K or more; 14 lines in all, holding $25.5M of the plan's $25.9M. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: JPMorgan SmartRetirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| JPMorgan SmartRetirement JPMorgan · Mutual fund Target-date, 10 vintages | $9.3M | 36.2% |
| Lincoln Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $4.1M | 15.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $2.9M | 11.5% |
| Harbor Capital Appreciation CIT R Harbor Capital · Collective trust | $2.1M | 8.1% |
| Fidelity Total Bond K6 Fund Fidelity (FMR) · Mutual fund Possible retail class A | $1.9M | 7.6% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund Possible retail class A | $1.6M | 6.1% |
| Eupac Fund Class R-6 Capital Group · Mutual fund Possible retail class A | $1.4M | 5.4% |
| MID CAP Value Fund R6 Class American Century · Mutual fund Possible retail class A | $548K | 2.1% |
| Mass Mutual Select Mid Cap Growth I MassMutual · Mutual fund Possible retail class A | $543K | 2.1% |
| SmallCap Growth Fund I R-6 Principal · Mutual fund Possible retail class A | $421K | 1.6% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.