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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $1,210 |
15 funds of $250K or more; 22 lines in all, holding $19.5M of the plan's $41.7M. From the 2024 filing. Recordkeeper: Lincoln Financial.
| Fund | Dollars | % of funds% |
|---|---|---|
| The Lincoln National Life Guaranteed Stable Value Account Lincoln Financial · Insurance contract Recordkeeper's own fund | $6.8M | 35.1% |
| State Street Equity 500 Index Fund State Street (SSgA) · Mutual fund Index | $2.2M | 11.5% |
| Nuveen Large Cap Growth Index Fund TIAA (Nuveen) · Mutual fund Index | $1.7M | 8.6% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 7.7% |
| iShares Mid Cap Index BlackRock · ETF Index | $915K | 4.7% |
| Growth Fund OF America Capital Group · Mutual fund | $888K | 4.6% |
| Bond Index Fund Manager not matched · Mutual fund Index | $827K | 4.2% |
| Ultra Short Duration Federated Hermes · Other | $716K | 3.7% |
| Schwab Fundamental International Equity Index Fund Charles Schwab · Mutual fund Index | $490K | 2.5% |
| Investments: American High Income Trust Capital Group · Mutual fund | $475K | 2.4% |
Covers 60,908 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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.