Filed November 12, 2020
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $48,017 |
THE HASLAUER GROUP, INC.1 year Service code 15 1800 WILLIAMS BLVD · KENNER, LA 70062 | Recordkeeping | $2,635 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,024 | $101,672-13.4% | $147,117-40.2% | $74,478+18.2% |
| Participation rate | 64.1% | 75.5%-11.4pp | 82.2%-18.1pp | 67.2%-3.1pp |
| Annual return | 14.52% | 8757.83%-8743.3pp | 420.54%-406.0pp | 1370.56%-1356.0pp |
| Employer contribution / active EE | $3,669 | $3,813-3.8% | $4,932-25.6% | $2,626+39.7% |
| Participant deferral / active EE | $6,463 | $7,305-11.5% | $8,065-19.9% | $4,350+48.6% |
| Admin fee / account holder | $311 | $1,753-82.3% | $12,993-97.6% | $1,946-84.0% |