Filed October 10, 2023
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-0472300 | Contract Administrator | $52,841 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY VIRCHOW KRAUSE LLP Service code 10 · EIN 39-0859910 | Accounting | $8,825 |
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 | $48,843 | $62,267-21.6% | $110,243-55.7% | $55,725-12.3% |
| Participation rate | 50.9% | 78.1%-27.2pp | 79.8%-28.9pp | 70.9%-19.9pp |
| Annual return | 11.91% | -1.07%+13.0pp | 314.76%-302.8pp | 244.93%-233.0pp |
| Employer contribution / active EE | $1,380 | $1,941-28.9% | $3,827-63.9% | $2,078-33.6% |
| Participant deferral / active EE | $2,242 | $3,516-36.2% | $4,672-52.0% | $3,356-33.2% |
| Admin fee / account holder | $302 | $121+150.1% | $8,548-96.5% | $115+162.5% |