Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $118,285 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES W CAMMACK ASSOC. INC. Service code 26 · EIN 13-3052851 | Advisory (Participants) | $39,000 |
EISNERAMPER LLP1+ years Filed as: EISNER AMPER, LLP Service code 10 · EIN 13-1639826 750 THIRD AVENUE · NEW YORK, NY 100172703 | Accounting | $15,500 |
CAMMACK LARHETTE ADVISORS1+ years Service code 27 · EIN 20-4668732 | Advisory (Plan) | $13,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $116,205 | $52,149+122.8% | $122,354-5.0% | $77,958+49.1% |
| Participation rate | 20.0% | 58.6%-38.6pp | 71.6%-51.6pp | 71.6%-51.6pp |
| Annual return | 15.48% | 17.75%-2.3pp | 30.28%-14.8pp | 20.87%-5.4pp |
| Employer contribution / active EE | $241 | $1,750-86.2% | $4,051-94.1% | $2,310-89.6% |
| Participant deferral / active EE | $1,629 | $2,114-23.0% | $3,287-50.5% | $3,537-54.0% |
| Admin fee / account holder | $458 | $93+391.0% | $5,479-91.6% | $97+369.9% |