Filed October 16, 2025 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 15 · EIN 35-0472300 PO BOX 7877 · FORT WAYNE, IN 46802 | Recordkeeping | $57,865 |
SECURITY NATIONAL BANK11+ years Service code 21 · EIN 47-0485339 1120 S 101 ST · OMAHA, NE 68124 | Bank Trustee | $26,791 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 PO BOX 55757 · BOSTON, MA 02205 | Recordkeeping | $16,092 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,414 | $66,444-4.6% | $120,225-47.3% | $79,634-20.4% |
| Participation rate | 92.6% | 42.8%+49.9pp | 69.6%+23.1pp | 62.5%+30.2pp |
| Annual return | 15.83% | 53.37%-37.5pp | 439.23%-423.4pp | 36.46%-20.6pp |
| Employer contribution / active EE | $2,215 | $1,860+19.1% | $3,475-36.3% | $2,529-12.4% |
| Participant deferral / active EE | $3,730 | $2,798+33.3% | $3,999-6.7% | $3,835-2.7% |
| Admin fee / account holder | $140 | $1,295-89.2% | $5,696-97.5% | $1,002-86.1% |