Filed November 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $57,092 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,208 | $67,459+96.0% | $74,183+78.2% | - |
| Participation rate | 87.9% | 75.7%+12.2pp | 76.6%+11.3pp | - |
| Annual return | 7.14% | 3.47%+3.7pp | 17.74%-10.6pp | - |
| Employer contribution / active EE | $1,701 | $1,829-7.0% | $2,370-28.2% | - |
| Participant deferral / active EE | $2,649 | $3,061-13.5% | $3,550-25.4% | - |
| Admin fee / account holder | $548 | $9,869-94.5% | $5,586-90.2% | - |