Filed July 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $258,846 |
ADP BROKER-DEALER6+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $118,845 |
Employer contribution per participant 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 | $43,112 | $56,095-23.1% | $178,510-75.8% | $90,274-52.2% |
| Participation rate | 73.7% | 65.6%+8.1pp | 81.9%-8.2pp | 73.4%+0.3pp |
| Annual return | 16.07% | 28.81%-12.7pp | 151.13%-135.1pp | 53.97%-37.9pp |
| Employer contribution / active EE | $1 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $2,497 | $2,669-6.5% | $5,202-52.0% | $4,231-41.0% |
| Admin fee / account holder | $98 | $101-2.8% | $13,988-99.3% | $114-14.2% |