Filed July 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8 years Service code 13 · EIN 35-1140070 | Contract Administrator | $225,945 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $67,288 |
FORVIS, LLP2 years Service code 13 · EIN 44-0160260 | Contract Administrator | $19,688 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,937 | $50,169-36.3% | $149,740-78.7% | $80,187-60.2% |
| Participation rate | 61.3% | 64.3%-3.0pp | 78.8%-17.5pp | 72.9%-11.6pp |
| Annual return | 14.39% | 29.82%-15.4pp | 134.51%-120.1pp | 40.40%-26.0pp |
| Employer contribution / active EE | $1,359 | $1,869-27.3% | $4,821-71.8% | $2,980-54.4% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $5,683-100.0% | $5,016-100.0% |
| Admin fee / account holder | $93 | $153-39.1% | $13,222-99.3% | $145-35.9% |