Filed October 26, 2017
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $126,292 |
CAMMACK LARHETTE ADVISORS3 years Filed as: CAMMACK LARHETTE ADVISORS LLC Service code 16 · EIN 20-4668732 | Consulting | $40,170 |
EISNERAMPER LLP2 years Service code 10 · EIN 13-1639826 | Accounting | $23,500 |
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.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $138,271 | $53,932+156.4% | $134,162+3.1% | $90,274+53.2% |
| Participation rate | 28.9% | 60.4%-31.5pp | 72.2%-43.3pp | 73.4%-44.5pp |
| Annual return | 12.99% | 23.16%-10.2pp | 36.35%-23.4pp | 53.97%-41.0pp |
| Employer contribution / active EE | $192 | $1,611-88.1% | $3,705-94.8% | $2,523-92.4% |
| Participant deferral / active EE | $1,574 | $2,432-35.3% | $3,500-55.0% | $4,231-62.8% |
| Admin fee / account holder | $435 | $104+319.7% | $6,685-93.5% | $114+281.1% |