Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $262,896 |
KPMG LLP3 years Service code 10 · EIN 13-5565207 | Accounting | $49,343 |
GERBER LLC2 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $30,000 |
BKD, LLP2 years Filed as: BKD CPA'S & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $3,445 |
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 | $59,108 | $63,259-6.6% | $178,510-66.9% | $93,223-36.6% |
| Participation rate | 64.0% | 72.1%-8.1pp | 81.9%-17.9pp | 74.9%-10.9pp |
| Annual return | 10.98% | 19.93%-8.9pp | 151.13%-140.1pp | 19.29%-8.3pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $5,011-100.0% | $2,680-100.0% |
| Participant deferral / active EE | $2,889 | $3,372-14.3% | $5,202-44.5% | $4,563-36.7% |
| Admin fee / account holder | $39 | $58-32.8% | $13,988-99.7% | $79-50.7% |