Filed January 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $133,870 |
Filed as: VERATIS ADVISORS INC Service code 16 · EIN 56-2274965 1400 CRESCENT GREEN STE 110 · CARY, NC 27518 | Consulting | $61,844 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,370 | $46,332+164.1% | $143,797-14.9% | $64,824+88.8% |
| Participation rate | 85.1% | 64.2%+20.8pp | 80.3%+4.8pp | 71.5%+13.6pp |
| Annual return | -12.96% | -10.05%-2.9pp | -0.04%-12.9pp | 32.84%-45.8pp |
| Employer contribution / active EE | $3,113 | $1,911+62.9% | $4,952-37.2% | $2,507+24.1% |
| Participant deferral / active EE | $5,705 | $2,647+115.5% | $5,638+1.2% | $4,311+32.3% |
| Admin fee / account holder | $258 | $154+67.8% | $14,679-98.2% | $188+37.5% |