Filed January 15, 2019 (most recent of 4 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION8+ years Service code 13 · EIN 35-1140007 | Contract Administrator | $167,607 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $44,100 |
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 | $43,628 | $45,000-3.0% | $143,797-69.7% | $77,906-44.0% |
| Participation rate | 96.2% | 66.8%+29.4pp | 80.3%+15.9pp | 73.7%+22.5pp |
| Annual return | -11.88% | 29.03%-40.9pp | -0.04%-11.8pp | 12.16%-24.0pp |
| Employer contribution / active EE | $1,817 | $1,870-2.8% | $4,952-63.3% | $2,846-36.2% |
| Participant deferral / active EE | $4,354 | $3,157+37.9% | $5,638-22.8% | $4,805-9.4% |
| Admin fee / account holder | $60 | $98-39.3% | $14,679-99.6% | $133-54.9% |