Filed January 12, 2015
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 PO BOX 7877 · FORT WAYNE, IN 46802 | Contract Administrator | $70,802 |
Filed as: VERATIS ADVISORS INC Service code 16 · EIN 56-2274965 1400 CRESCENT GREEN STE 110 · CARY, NC 27518 | Consulting | $65,681 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,216 | $47,180+165.4% | $149,723-16.4% | $74,473+68.1% |
| Participation rate | 88.5% | 63.4%+25.0pp | 78.8%+9.7pp | 70.7%+17.7pp |
| Annual return | 16.47% | 22.75%-6.3pp | 134.50%-118.0pp | 34.36%-17.9pp |
| Employer contribution / active EE | $3,052 | $1,907+60.0% | $4,821-36.7% | $2,638+15.7% |
| Participant deferral / active EE | $5,907 | $2,730+116.4% | $5,682+4.0% | $4,530+30.4% |
| Admin fee / account holder | $164 | $343-52.1% | $13,215-98.8% | $347-52.7% |