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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP1+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $103,811 |
16 funds of $250K or more; 24 lines in all, holding $20.7M of the plan's $20.9M. From the 2025 filing. Recordkeeper: Lincoln Financial.
Target-date series: BlackRock LifePath Index, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 9 vintages | $14.3M | 69.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.9M | 9.1% |
| MFS Growth Fund R6 MFS (Sun Life) · Mutual fund | $1.3M | 6.2% |
| MFS Mid Cap Growth Fund R6 MFS (Sun Life) · Mutual fund | $398K | 1.9% |
| U.S. Core Equity 1 Portfolio - Institutional Class Dimensional · Mutual fund | $361K | 1.7% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $355K | 1.7% |
| Investments: DFA US Small CAP Value Institutional Class Dimensional · Mutual fund | $277K | 1.3% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $263K | 1.3% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $242K | 1.2% |
| Capital World Growth & Income Fund Class R-6 Capital Group · Mutual fund | $229K | 1.1% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.