Filed August 29, 2022
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Filed as: LINCOLN NATIONAL COPRORATION Service code 13 · EIN 35-1140070 1300 S. CLINTON ST. · FORT WAYNE, IN 46802 | Contract Administrator | $75 |
NEWPORT GROUP, INC.4+ years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 956308589 | Recordkeeping | $0 |
TIAA2 years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,903 | $60,989+101.5% | $60,906+101.8% | $66,938+83.6% |
| Participation rate | 83.7% | 74.5%+9.2pp | 73.1%+10.6pp | 69.8%+13.9pp |
| Annual return | -12.84% | -9.60%-3.2pp | 16.94%-29.8pp | 1.58%-14.4pp |
| Employer contribution / active EE | $4,091 | $2,661+53.8% | $2,703+51.3% | $2,545+60.7% |
| Participant deferral / active EE | $8,078 | $3,615+123.5% | $3,814+111.8% | $4,238+90.6% |
| Admin fee / account holder | $383 | $338+13.3% | $3,227-88.1% | $594-35.4% |