Filed July 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $160,606 |
ADP BROKER-DEALER5+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $89,430 |
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 | $25,901 | $47,456-45.4% | $172,757-85.0% | $77,775-66.7% |
| Participation rate | 62.9% | 66.3%-3.4pp | 82.6%-19.8pp | 73.2%-10.3pp |
| Annual return | 18.23% | 35.57%-17.3pp | 803.06%-784.8pp | 32.58%-14.3pp |
| Employer contribution / active EE | $1,025 | $1,574-34.9% | $5,144-80.1% | $2,504-59.1% |
| Participant deferral / active EE | $0 | $2,560-100.0% | $5,198-100.0% | $3,966-100.0% |
| Admin fee / account holder | $76 | $81-6.1% | $13,956-99.5% | $100-24.2% |