Filed December 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5 years Service code 13 · EIN 35-1140070 | Contract Administrator | $392,635 |
HIGHLAND CONSULTING ASSOCIATES7+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $88,779 |
BKD, LLP3 years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $14,944 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,075 | $67,512+27.5% | $185,849-53.7% | $93,010-7.5% |
| Participation rate | 61.3% | 67.1%-5.8pp | 81.7%-20.4pp | 73.9%-12.6pp |
| Annual return | 11.84% | 21.04%-9.2pp | 122.10%-110.3pp | 158.70%-146.9pp |
| Employer contribution / active EE | $1,774 | $1,783-0.5% | $5,169-65.7% | $2,705-34.4% |
| Participant deferral / active EE | $3,215 | $3,035+5.9% | $5,569-42.3% | $4,561-29.5% |
| Admin fee / account holder | $208 | $318-34.4% | $16,244-98.7% | $152+37.3% |