Filed December 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $245,385 |
HIGHLAND CONSULTING ASSOCIATES10+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $100,976 |
FORVIS, LLP3 years Service code 10 · EIN 44-0160260 | Accounting | $17,351 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,657 | $53,199+77.9% | $155,567-39.2% | $199,768-52.6% |
| Participation rate | 59.6% | 64.1%-4.5pp | 78.2%-18.6pp | 72.0%-12.4pp |
| Annual return | 12.17% | 41.17%-29.0pp | 64.74%-52.6pp | 34.26%-22.1pp |
| Employer contribution / active EE | $1,874 | $1,852+1.2% | $4,674-59.9% | $3,037-38.3% |
| Participant deferral / active EE | $3,538 | $3,163+11.8% | $5,628-37.1% | $5,090-30.5% |
| Admin fee / account holder | $141 | $186-23.7% | $15,916-99.1% | $269-47.4% |