Filed December 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $313,563 |
HIGHLAND CONSULTING ASSOCIATES6+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $76,261 |
BKD, LLP2 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $15,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,296 | $56,095+41.4% | $178,503-55.6% | $90,274-12.2% |
| Participation rate | 60.9% | 65.6%-4.6pp | 81.9%-21.0pp | 73.4%-12.4pp |
| Annual return | 16.48% | 28.81%-12.3pp | 151.12%-134.6pp | 53.97%-37.5pp |
| Employer contribution / active EE | $1,329 | $1,572-15.5% | $5,011-73.5% | $2,523-47.4% |
| Participant deferral / active EE | $2,931 | $2,669+9.8% | $5,202-43.7% | $4,231-30.7% |
| Admin fee / account holder | $175 | $101+74.4% | $13,987-98.7% | $114+53.9% |