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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 13 · EIN 35-1140070 | Contract Administrator | $7,491 |
Filed as: MERRILL LYNCH, PIERCE, FENNER SMITH Service code 27 150 N COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Plan) | $6,346 |
Service code 15 95 CONNECTICUT DRIVE · BURLINGTON, NJ 08016 | Recordkeeping | $255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $31,170 | $105,198-70.4% | $159,455-80.5% | $85,856-63.7% |
| Participation rate | 16.5% | 75.8%-59.3pp | 82.8%-66.4pp | 69.3%-52.8pp |
| Annual return | 16.02% | 45.08%-29.1pp | 263.63%-247.6pp | 318.58%-302.6pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,023 | $5,946-66.0% | $7,353-72.5% | $3,952-48.8% |
| Admin fee / account holder | $381 | $6,934-94.5% | $10,800-96.5% | $6,261-93.9% |