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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION3+ years Filed as: LINCOLN NATIONAL CORP Service code 13 · EIN 35-1140070 | Contract Administrator | $58,016 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY Service code 26 · EIN 36-3145972 | Advisory (Participants) | $50,277 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,163 | $80,753+193.7% | $136,298+74.0% | $62,293+280.7% |
| Participation rate | 83.6% | 73.5%+10.1pp | 81.9%+1.7pp | 69.5%+14.1pp |
| Annual return | 12.58% | 35.83%-23.3pp | 5156.27%-5143.7pp | 28.90%-16.3pp |
| Employer contribution / active EE | $3,936 | $2,884+36.5% | $4,696-16.2% | $2,042+92.7% |
| Participant deferral / active EE | $6,137 | $5,164+18.8% | $6,247-1.8% | $3,169+93.6% |
| Admin fee / account holder | $690 | $525+31.3% | $9,244-92.5% | $479+43.9% |