Filed December 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6 years Service code 13 · EIN 35-1140070 | Contract Administrator | $202,948 |
HIGHLAND CONSULTING ASSOCIATES8+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $86,991 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $15,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,028 | $45,000+64.5% | $143,797-48.5% | $77,906-5.0% |
| Participation rate | 60.1% | 66.8%-6.8pp | 80.3%-20.2pp | 73.7%-13.6pp |
| Annual return | -14.84% | 29.03%-43.9pp | -0.04%-14.8pp | 12.16%-27.0pp |
| Employer contribution / active EE | $1,837 | $1,870-1.8% | $4,952-62.9% | $2,846-35.5% |
| Participant deferral / active EE | $3,384 | $3,157+7.2% | $5,638-40.0% | $4,805-29.6% |
| Admin fee / account holder | $126 | $98+28.2% | $14,679-99.1% | $133-4.8% |