Filed July 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $157,183 |
ADP BROKER-DEALER3+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $91,469 |
BKD, LLP3+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $10,009 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,488 | $44,989-47.8% | $170,435-86.2% | $77,958-69.9% |
| Participation rate | 65.6% | 64.6%+1.0pp | 83.6%-18.0pp | 71.6%-6.1pp |
| Annual return | 13.91% | 19.61%-5.7pp | 205.94%-192.0pp | 20.87%-7.0pp |
| Employer contribution / active EE | $959 | $1,466-34.6% | $5,432-82.4% | $2,310-58.5% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $4,939-100.0% | $3,537-100.0% |
| Admin fee / account holder | $80 | $69+15.8% | $13,881-99.4% | $97-18.0% |