Filed March 4, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $72,802 |
Service code 13 · EIN 20-4751585 | Contract Administrator | $22,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,239 | $98,982+76.0% | $162,185+7.4% | $65,186+167.3% |
| Participation rate | 97.8% | 85.8%+12.0pp | 87.6%+10.2pp | 70.2%+27.6pp |
| Annual return | 20.88% | 24.84%-4.0pp | 115.61%-94.7pp | 29.39%-8.5pp |
| Employer contribution / active EE | $8,952 | $3,467+158.2% | $5,613+59.5% | $2,177+311.2% |
| Participant deferral / active EE | $6,035 | $5,384+12.1% | $7,297-17.3% | $3,514+71.7% |
| Admin fee / account holder | $585 | $596-1.9% | $10,844-94.6% | $847-30.9% |