Filed June 9, 2016 (most recent of 3 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION11+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $465,257 |
GERBER LLC7 years Filed as: GERBER/TAYLOR ASSOCIATES, INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $64,689 |
FORVIS, LLP3 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $31,725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,168 | $126,505-39.0% | $152,093-49.3% | $126,505-39.0% |
| Participation rate | 62.5% | 81.0%-18.5pp | 77.8%-15.3pp | 81.0%-18.5pp |
| Annual return | 18.73% | 14.86%+3.9pp | 66.36%-47.6pp | 14.86%+3.9pp |
| Employer contribution / active EE | $0 | $4,041-100.0% | $4,175-100.0% | $4,041-100.0% |
| Participant deferral / active EE | $3,723 | $6,313-41.0% | $5,451-31.7% | $6,313-41.0% |
| Admin fee / account holder | $72 | $145-50.5% | $14,497-99.5% | $145-50.5% |