Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION7+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $394,844 |
GERBER LLC3 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $37,500 |
KPMG LLP4 years Service code 10 · EIN 13-5565207 | Accounting | $31,000 |
BKD, LLP3 years Filed as: BKD CPA'S & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $2,895 |
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 | $67,422 | $69,238-2.6% | $185,854-63.7% | $101,555-33.6% |
| Participation rate | 61.8% | 73.5%-11.8pp | 81.7%-20.0pp | 74.5%-12.8pp |
| Annual return | 10.63% | 21.26%-10.6pp | 122.12%-111.5pp | 21.00%-10.4pp |
| Employer contribution / active EE | $0 | $2,104-100.0% | $5,169-100.0% | $2,972-100.0% |
| Participant deferral / active EE | $3,406 | $3,764-9.5% | $5,569-38.8% | $4,874-30.1% |
| Admin fee / account holder | $63 | $66-5.2% | $16,246-99.6% | $139-54.9% |