Filed January 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $50,220 |
Filed as: VERATIS ADVISORS INC Service code 16 · EIN 56-2274965 1400 CRESCENT GREEN STE 110 · CARY, NC 27518 | Consulting | $41,544 |
CLIFTONLARSONALLEN LLP3 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746479 PO BOX 775351 · CHICAGO, IL 60677 | Accounting | $7,875 |
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 | $129,258 | $52,293+147.2% | $178,503-27.6% | $73,412+76.1% |
| Participation rate | 82.8% | 65.3%+17.5pp | 81.9%+0.9pp | 72.2%+10.7pp |
| Annual return | 13.73% | 34.75%-21.0pp | 151.12%-137.4pp | 59.30%-45.6pp |
| Employer contribution / active EE | $2,903 | $1,736+67.2% | $5,011-42.1% | $2,234+30.0% |
| Participant deferral / active EE | $5,146 | $2,333+120.5% | $5,202-1.1% | $3,806+35.2% |
| Admin fee / account holder | $143 | $127+11.9% | $13,987-99.0% | $158-9.7% |