Filed December 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $255,796 |
HIGHLAND CONSULTING ASSOCIATES4+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $52,118 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,582 | $45,382+29.1% | $154,108-62.0% | $75,289-22.2% |
| Participation rate | 61.4% | 65.9%-4.5pp | 83.0%-21.6pp | 72.4%-11.0pp |
| Annual return | -5.05% | -0.47%-4.6pp | 735.21%-740.3pp | -0.04%-5.0pp |
| Employer contribution / active EE | $1,593 | $1,533+3.9% | $5,298-69.9% | $2,405-33.8% |
| Participant deferral / active EE | $2,633 | $2,384+10.4% | $5,081-48.2% | $3,739-29.6% |
| Admin fee / account holder | $142 | $89+58.5% | $13,411-98.9% | $102+38.4% |