Filed March 4, 2016 (most recent of 3 filings on file)
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $80,014 |
Filed as: FIDUCIARY ADVISORS LLC Service code 13 · EIN 36-4001764 | Contract Administrator | $22,000 |
BERRY DUNN1 year Service code 10 · EIN 01-0523282 | Accounting | $14,105 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,494 | $102,661+52.4% | $151,645+3.2% | $66,949+133.8% |
| Participation rate | 98.9% | 85.5%+13.4pp | 87.5%+11.5pp | 69.8%+29.1pp |
| Annual return | -15.38% | -10.81%-4.6pp | 3.34%-18.7pp | 1.57%-17.0pp |
| Employer contribution / active EE | $8,656 | $4,184+106.9% | $6,165+40.4% | $2,545+240.0% |
| Participant deferral / active EE | $6,427 | $6,645-3.3% | $8,363-23.1% | $4,239+51.6% |
| Admin fee / account holder | $494 | $630-21.6% | $11,614-95.7% | $594-16.8% |