Filed February 23, 2018 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $85,153 |
LPL FINANCIAL5 years Filed as: LPL FINANCIAL CORP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $45,466 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,719 | $78,636-10.1% | $105,607-33.0% | $74,459-5.0% |
| Participation rate | 93.8% | 72.8%+21.0pp | 75.3%+18.5pp | 67.2%+26.6pp |
| Annual return | 10.02% | 15.96%-5.9pp | 116.11%-106.1pp | 1369.70%-1359.7pp |
| Employer contribution / active EE | $0 | $2,523-100.0% | $3,167-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,325 | $4,322+0.1% | $5,011-13.7% | $4,350-0.6% |
| Admin fee / account holder | $549 | $2,220-75.3% | $10,958-95.0% | $1,945-71.8% |