Filed July 31, 2026 (most recent of 4 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 | $31,612 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN ASCENSUS LLC Service code 15 · EIN 82-3719843 PO BOX 55757 · BOSTON, MA 02205 | Recordkeeping | $21,572 |
ROSSITTO & ASSOCIATES2 years Filed as: ROSSITTO & ASSOCIATES LLC Service code 10 · EIN 26-1727430 11602 W. CENTER RD STE 125 · OMAHA, NE 68144 | Accounting | $9,318 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,993 | $131,799-5.9% | $200,582-38.2% | $85,563+44.9% |
| Participation rate | 99.2% | 87.9%+11.3pp | 86.9%+12.3pp | 66.0%+33.2pp |
| Annual return | 14.89% | 21.59%-6.7pp | 42.33%-27.4pp | 31.51%-16.6pp |
| Employer contribution / active EE | $4,394 | $4,532-3.0% | $6,419-31.5% | $2,654+65.6% |
| Participant deferral / active EE | $8,529 | $7,702+10.7% | $9,331-8.6% | $4,375+94.9% |
| Admin fee / account holder | $136 | $235-42.3% | $16,305-99.2% | $834-83.7% |