Filed June 25, 2018
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $30,643 |
SAGGAR & ROSENBERG, P.C.1 year Filed as: SAGGAR AND ROSENBERG P.C. Service code 27 · EIN 52-2190100 | Advisory (Plan) | $808 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,649 | $36,916-14.3% | $156,551-79.8% | $57,658-45.1% |
| Participation rate | 49.2% | 63.4%-14.2pp | 84.0%-34.8pp | 70.2%-21.0pp |
| Annual return | 8.25% | 12.38%-4.1pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $528 | $1,571-66.4% | $5,501-90.4% | $1,974-73.3% |
| Participant deferral / active EE | $1,401 | $1,926-27.2% | $4,871-71.2% | $3,061-54.2% |
| Admin fee / account holder | $101 | $82+22.1% | $13,028-99.2% | $95+6.5% |