Filed November 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $49,764 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $96,570 | $62,586+54.3% | $76,768+25.8% | $64,186+50.5% |
| Participation rate | 95.9% | 72.8%+23.1pp | 77.0%+18.9pp | 69.6%+26.3pp |
| Annual return | -4.68% | -1.95%-2.7pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,784 | $1,832-2.6% | $2,485-28.2% | $2,381-25.1% |
| Participant deferral / active EE | $2,838 | $3,145-9.7% | $3,852-26.3% | $3,470-18.2% |
| Admin fee / account holder | $463 | $4,667-90.1% | $6,675-93.1% | $4,888-90.5% |