Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $247,105 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $28,700 |
GERBER LLC1 year Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $15,000 |
BKD, LLP1 year Filed as: BKD CPA'S & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $2,625 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,520 | $53,565-0.1% | $172,757-69.0% | $82,204-34.9% |
| Participation rate | 65.3% | 69.6%-4.3pp | 82.6%-17.3pp | 73.4%-8.1pp |
| Annual return | 17.79% | 31.42%-13.6pp | 803.06%-785.3pp | 26.31%-8.5pp |
| Employer contribution / active EE | $0 | $1,857-100.0% | $5,144-100.0% | $2,707-100.0% |
| Participant deferral / active EE | $2,953 | $3,006-1.7% | $5,198-43.2% | $4,246-30.4% |
| Admin fee / account holder | $42 | $61-31.1% | $13,956-99.7% | $76-44.0% |