Filed April 7, 2017 (most recent of 4 filings on file)
Total covered: 242 employees
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4 years Service code 13 · EIN 35-1140070 | Contract Administrator | $70,934 |
VERITAS WEALTH ADVISORS2 years Filed as: VERITAS ADVISORS, INC. Service code 27 · EIN 56-2274965 | Advisory (Plan) | $8,590 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,897 | $67,512-33.5% | $185,854-75.8% | $93,010-51.7% |
| Participation rate | 100.0% | 67.1%+32.9pp | 81.7%+18.3pp | 73.9%+26.1pp |
| Annual return | 13.41% | 21.04%-7.6pp | 122.12%-108.7pp | 158.70%-145.3pp |
| Employer contribution / active EE | $0 | $1,783-100.0% | $5,169-100.0% | $2,705-100.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,569-100.0% | $4,561-100.0% |
| Admin fee / account holder | $34 | $318-89.4% | $16,246-99.8% | $152-77.8% |