Filed July 22, 2025 (most recent of 5 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $462,091 |
ADP BROKER-DEALER10+ years Filed as: PENSION CONSULTANTS INC Service code 16 · EIN 43-1685158 | Consulting | $123,171 |
FORVIS, LLP3 years Service code 13 · EIN 44-0160260 | Contract Administrator | $27,931 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $49,991 | $53,204-6.0% | $155,556-67.9% | $200,096-75.0% |
| Participation rate | 74.5% | 64.1%+10.4pp | 78.2%-3.7pp | 72.0%+2.5pp |
| Annual return | 14.63% | 41.02%-26.4pp | 64.84%-50.2pp | 34.26%-19.6pp |
| Employer contribution / active EE | $0 | $1,850-100.0% | $4,675-100.0% | $3,038-100.0% |
| Participant deferral / active EE | $3,420 | $3,163+8.1% | $5,631-39.3% | $5,090-32.8% |
| Admin fee / account holder | $142 | $186-23.4% | $15,885-99.1% | $269-47.1% |