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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN FINANCIAL ADVISORS CORP2+ years Filed as: LINCOLN NATIONAL CORPORATION Service code 13 · EIN 35-1140070 | Contract Administrator | $5,448 |
2 funds hold $77K of the plan's $83K. From the 2024 filing. Recordkeeper: Lincoln Financial.
Target-date series: Vanguard Target Retirement, other, 98% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Lincoln Financial · Insurance contract Target-date, 11 vintagesRecordkeeper's own fund | $75K | 98.0% |
| Lincoln Sabm VG Target Ret Inc Inv Lincoln Financial · Insurance contract Recordkeeper's own fund | $2K | 2.0% |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.