Filed November 28, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-0472300 | Contract Administrator | $39,049 |
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 | $79,327 | $78,422+1.2% | $95,952-17.3% | $79,858-0.7% |
| Participation rate | 92.7% | 73.5%+19.2pp | 77.1%+15.6pp | 69.6%+23.1pp |
| Annual return | 10.84% | 19.37%-8.5pp | 91.61%-80.8pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,991 | $1,945+2.3% | $2,541-21.7% | $2,471-19.4% |
| Participant deferral / active EE | $2,787 | $3,440-19.0% | $4,167-33.1% | $3,740-25.5% |
| Admin fee / account holder | $318 | $5,622-94.4% | $6,795-95.3% | $5,306-94.0% |