Filed March 4, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $79,737 |
Filed as: FIDUCIARY ADVISORS LLC Service code 13 · EIN 36-4001764 | Contract Administrator | $27,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,791 | $130,294+38.0% | $170,057+5.7% | $71,529+151.4% |
| Participation rate | 100.0% | 86.2%+13.8pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 18.06% | 20.36%-2.3pp | 53.42%-35.4pp | 28.97%-10.9pp |
| Employer contribution / active EE | $9,099 | $4,385+107.5% | $6,790+34.0% | $2,590+251.3% |
| Participant deferral / active EE | $7,086 | $6,928+2.3% | $10,411-31.9% | $4,291+65.1% |
| Admin fee / account holder | $445 | $966-54.0% | $12,826-96.5% | $1,588-72.0% |