Filed February 23, 2017 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING1+ years Filed as: AON CONSULTING INC Service code 16 · EIN 04-3820844 | Consulting | $60,772 |
LINCOLN NATIONAL CORPORATION1+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $2,837 |
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 | $105,141 | $38,925+170.1% | $73,836+42.4% | $55,191+90.5% |
| Participation rate | 99.6% | 66.0%+33.5pp | 73.4%+26.1pp | 69.2%+30.4pp |
| Annual return | -0.24% | 6.31%-6.5pp | 2268.06%-2268.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $5,542 | $1,695+227.0% | $2,787+98.8% | $1,899+191.9% |
| Participant deferral / active EE | $7,822 | $2,351+232.7% | $3,583+118.3% | $3,046+156.8% |
| Admin fee / account holder | $95 | $83+14.1% | $4,882-98.1% | $91+4.1% |