Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION9+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $364,152 |
GERBER LLC5 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $51,195 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $39,071 |
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 | $67,310 | $59,312+13.5% | $149,740-55.0% | $103,657-35.1% |
| Participation rate | 61.6% | 70.3%-8.6pp | 78.8%-17.1pp | 73.4%-11.7pp |
| Annual return | 14.49% | 78.03%-63.5pp | 134.51%-120.0pp | 33.13%-18.6pp |
| Employer contribution / active EE | $0 | $2,187-100.0% | $4,821-100.0% | $3,216-100.0% |
| Participant deferral / active EE | $3,528 | $3,719-5.1% | $5,683-37.9% | $5,218-32.4% |
| Admin fee / account holder | $62 | $103-39.6% | $13,222-99.5% | $114-45.7% |