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| Provider | Service type | Compensation |
|---|---|---|
BANKERS TRUST COMPANY4 years Service code 15 · EIN 42-0127385 | Recordkeeping | $16,098 |
LINCOLN FINANCIAL ADVISORS CORP10+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $2,413 |
3 funds of $250K or more; 38 lines in all, holding $2.9M of the plan's $3.4M. From the 2025 filing. Recordkeeper: Bankers Trust.
Target-date series: Vanguard Target Retirement, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $1.9M | 65.6% |
| BlackRock Global Allocation Portfolio BlackRock · Mutual fund Possible retail class A | $183K | 6.4% |
| Vanguard Total Stock Market Index Fund Vanguard · Mutual fund IndexPossible retail class A | $152K | 5.3% |
| Lincoln National Corporation Contracts with Insurance Companies: Lincoln Financial Group Fixed Account (at con Lincoln Financial · Insurance contract | $80K | 2.8% |
| Goldman Sachs MFS Utilities Goldman Sachs · Mutual fund Possible retail class A | $56K | 2.0% |
| Lincoln National Corporation Lvip Ssga S&P 500 Index State Street (SSgA) · Mutual fund IndexPossible retail class A | $56K | 1.9% |
| Vanguard Mid Cap Index Vanguard · Mutual fund IndexPossible retail class A | $44K | 1.5% |
| American Funds Global Growth Portfolio Class A Capital Group · Mutual fund | $40K | 1.4% |
| Fidelity OTC Portfolio Fidelity Advisor OTC Fund: Class A Fidelity (FMR) · Mutual fund Possible retail class A | $39K | 1.4% |
| Lincoln National Corporation Lvip Macquarie U.S. REIT Fund Macquarie / Nomura · Mutual fund Possible retail class A | $38K | 1.3% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.