Filed April 7, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 1300 S CLINTON STREET · FORT WAYNE, IN 468012248 | Contract Administrator | $144,066 |
BARCLAY PLANNING GROUP4 years Service code 15 345 DIVERSION STREET · ROCHESTER, MI 48307 | Recordkeeping | $58,353 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY Service code 10 · EIN 30-1413443 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $24,395 |
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 | $69,559 | $76,172-8.7% | $81,353-14.5% | $199,960-65.2% |
| Participation rate | 73.8% | 76.2%-2.4pp | 69.5%+4.3pp | 72.0%+1.8pp |
| Annual return | 13.78% | 15.59%-1.8pp | 24.82%-11.0pp | 34.28%-20.5pp |
| Employer contribution / active EE | $1,152 | $2,800-58.9% | $2,464-53.2% | $3,036-62.0% |
| Participant deferral / active EE | $3,494 | $4,200-16.8% | $3,885-10.1% | $5,087-31.3% |
| Admin fee / account holder | $217 | $146+48.3% | $5,766-96.2% | $269-19.6% |