Filed July 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $401,702 |
ADP BROKER-DEALER9+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $120,697 |
FORVIS, LLP2 years Service code 13 · EIN 44-0160260 | Contract Administrator | $27,221 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,226 | $50,169-9.9% | $149,740-69.8% | $80,187-43.6% |
| Participation rate | 73.5% | 64.3%+9.3pp | 78.8%-5.2pp | 72.9%+0.6pp |
| Annual return | 15.91% | 29.82%-13.9pp | 134.51%-118.6pp | 40.40%-24.5pp |
| Employer contribution / active EE | $1 | $1,869-100.0% | $4,821-100.0% | $2,980-100.0% |
| Participant deferral / active EE | $3,244 | $3,194+1.6% | $5,683-42.9% | $5,016-35.3% |
| Admin fee / account holder | $133 | $153-12.8% | $13,222-99.0% | $145-8.2% |