Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION10+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $433,924 |
GERBER LLC6 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $47,062 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $28,627 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,943 | $68,110+4.2% | $155,556-54.4% | $99,313-28.6% |
| Participation rate | 62.0% | 67.8%-5.8pp | 78.2%-16.2pp | 71.7%-9.7pp |
| Annual return | 10.62% | 16.16%-5.5pp | 64.84%-54.2pp | 17.67%-7.0pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $4,675-100.0% | $3,264-100.0% |
| Participant deferral / active EE | $3,610 | $3,865-6.6% | $5,631-35.9% | $5,346-32.5% |
| Admin fee / account holder | $69 | $94-26.5% | $15,885-99.6% | $109-36.7% |