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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $88,328 |
16 funds of $250K or more; 28 lines in all, holding $18.0M of the plan's $18.8M. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $6.6M | 36.8% |
| Cost value Vanguard Target Retiremen Vanguard · Mutual fund | $3.3M | 18.3% |
| MFS Growth Fund A MFS (Sun Life) · Mutual fund Possible retail class A | $1.6M | 9.2% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $1.3M | 7.3% |
| Vanguard LifeStrategy 80/20 Fund Investor Shares Vanguard · Mutual fund Possible retail class A | $1.1M | 6.0% |
| Vanguard LifeStrategy 60/40 Fund Investor Shares Vanguard · Mutual fund Possible retail class A | $648K | 3.6% |
| Baird Aggregate Bond Fund Institutional Baird · Mutual fund Possible retail class A | $505K | 2.8% |
| State Street Russell Small Cap Value Index State Street (SSgA) · Collective trust Index | $490K | 2.7% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund IndexPossible retail class A | $481K | 2.7% |
| International Growth and Income Fund Class A Capital Group · Mutual fund Possible retail class A | $282K | 1.6% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.