Filed June 27, 2018 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $62,228 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 17 · EIN 36-4291971 | Pension Consulting | $50,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,667 | $216,711-54.9% | $136,749-28.6% | $85,563+14.1% |
| Participation rate | 88.6% | 51.7%+36.8pp | 72.1%+16.4pp | 66.0%+22.6pp |
| Annual return | 15.00% | 15.26%-0.3pp | 24.33%-9.3pp | 31.51%-16.5pp |
| Employer contribution / active EE | $3,300 | $1,660+98.8% | $3,400-2.9% | $2,654+24.4% |
| Participant deferral / active EE | $5,042 | $2,635+91.4% | $4,692+7.5% | $4,375+15.2% |
| Admin fee / account holder | $149 | $1,223-87.8% | $11,386-98.7% | $834-82.1% |