Filed January 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $51,066 |
Filed as: VERATIS ADVISORS INC Service code 16 · EIN 56-2274965 1400 CRESCENT GREEN STE 110 · CARY, NC 27518 | Consulting | $35,444 |
Service code 16 · EIN 47-1411118 4340 REDWOOD HWY SUITE B60 · SAN RAFAEL, CA 94903 | Consulting | $20,000 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746479 PO BOX 775351 · CHICAGO, IL 60677 | Accounting | $7,250 |
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 | $114,380 | $62,928+81.8% | $172,753-33.8% | $67,582+69.2% |
| Participation rate | 85.2% | 64.5%+20.7pp | 82.6%+2.5pp | 71.3%+13.9pp |
| Annual return | 20.21% | 30.36%-10.1pp | 803.00%-782.8pp | 378.57%-358.4pp |
| Employer contribution / active EE | $2,780 | $1,636+69.9% | $5,144-46.0% | $2,148+29.4% |
| Participant deferral / active EE | $4,682 | $2,145+118.3% | $5,198-9.9% | $3,539+32.3% |
| Admin fee / account holder | $163 | $167-2.2% | $13,956-98.8% | $142+14.5% |