Filed October 30, 2018
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,262 |
Filed as: ARTHUR J GALLAGHER & CO Service code 27 · EIN 36-4291971 | Advisory (Plan) | $21,169 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $18,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,231 | $38,165+34.2% | $189,758-73.0% | $69,255-26.0% |
| Participation rate | 23.3% | 66.7%-43.4pp | 79.8%-56.5pp | 69.0%-45.8pp |
| Annual return | 12.67% | 14.65%-2.0pp | 52.62%-39.9pp | 26.73%-14.1pp |
| Employer contribution / active EE | $202 | $1,589-87.3% | $4,767-95.8% | $2,645-92.4% |
| Participant deferral / active EE | $976 | $2,073-52.9% | $5,856-83.3% | $2,890-66.2% |
| Admin fee / account holder | $571 | $714-20.1% | $20,388-97.2% | $733-22.1% |