Filed December 22, 2025 (most recent of 5 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| 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 | $53,204+77.9% | $155,556-39.1% | $200,096-52.7% |
| Participation rate | 59.6% | 64.1%-4.5pp | 78.2%-18.6pp | 72.0%-12.4pp |
| Annual return | 12.17% | 41.02%-28.9pp | 64.84%-52.7pp | 34.26%-22.1pp |
| Employer contribution / active EE | $1,874 | $1,850+1.3% | $4,675-59.9% | $3,038-38.3% |
| Participant deferral / active EE | $3,538 | $3,163+11.8% | $5,631-37.2% | $5,090-30.5% |
| Admin fee / account holder | $141 | $186-23.8% | $15,885-99.1% | $269-47.5% |