Filed December 1, 2023
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3 years Service code 15 · EIN 35-0472300 | Recordkeeping | $140,502 |
Filed as: PRIME CAPITAL INV ADVISORS, LLC Service code 51 · EIN 82-1364595 | Investment Mgmt Fees | $83,737 |
DEMARS PENSION CONSULTING SERVICES10+ years Filed as: DEMARS PENSION CONSULTING Service code 10 · EIN 48-0890241 | Accounting | $22,078 |
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 | $167,180 | $91,710+82.3% | $67,560+147.5% | $77,762+115.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 11.20% | 14.88%-3.7pp | 3533.50%-3522.3pp | 31.27%-20.1pp |
| Employer contribution / active EE | $6,039 | $3,187+89.5% | $2,737+120.7% | $2,728+121.4% |
| Participant deferral / active EE | $6,419 | $3,911+64.1% | $4,004+60.3% | $4,651+38.0% |
| Admin fee / account holder | $422 | $245+72.1% | $3,994-89.4% | $433-2.6% |