Filed December 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7 years Service code 13 · EIN 35-1140070 | Contract Administrator | $203,416 |
HIGHLAND CONSULTING ASSOCIATES9+ years Service code 17 · EIN 34-1753575 | Pension Consulting | $66,009 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $17,399 |
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 | $85,997 | $50,151+71.5% | $149,696-42.6% | $80,157+7.3% |
| Participation rate | 60.1% | 64.3%-4.1pp | 78.8%-18.6pp | 72.9%-12.8pp |
| Annual return | 19.08% | 29.80%-10.7pp | 134.46%-115.4pp | 40.39%-21.3pp |
| Employer contribution / active EE | $1,887 | $1,867+1.1% | $4,821-60.9% | $2,977-36.6% |
| Participant deferral / active EE | $3,470 | $3,194+8.6% | $5,682-38.9% | $5,015-30.8% |
| Admin fee / account holder | $115 | $153-24.6% | $13,212-99.1% | $145-20.5% |