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 | $247,295 |
ADP BROKER-DEALER2+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $139,076 |
BKD, LLP2+ years Filed as: BKD Service code 10 · EIN 44-0160260 | Accounting | $17,290 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $30,307 | $37,213-18.6% | $156,551-80.6% | $63,975-52.6% |
| Participation rate | 67.3% | 65.0%+2.3pp | 84.0%-16.7pp | 71.1%-3.8pp |
| Annual return | 7.50% | 47.89%-40.4pp | 32.23%-24.7pp | 48.65%-41.1pp |
| Employer contribution / active EE | $0 | $1,357-100.0% | $5,501-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,053 | $2,070-0.8% | $4,871-57.9% | $3,356-38.8% |
| Admin fee / account holder | $119 | $56+111.4% | $13,028-99.1% | $70+69.0% |