Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $61,025 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $9,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,931 | $44,007+6.6% | $154,110-69.5% | $68,904-31.9% |
| Participation rate | 65.2% | 70.0%-4.9pp | 83.0%-17.8pp | 74.1%-8.9pp |
| Annual return | -2.18% | 8.15%-10.3pp | 735.22%-737.4pp | 1.07%-3.3pp |
| Employer contribution / active EE | $0 | $1,732-100.0% | $5,298-100.0% | $2,540-100.0% |
| Participant deferral / active EE | $2,796 | $2,813-0.6% | $5,081-45.0% | $4,015-30.4% |
| Admin fee / account holder | $11 | $65-83.1% | $13,412-99.9% | $71-84.7% |