Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION4+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $45,354 |
KPMG LLP1 year Service code 10 · EIN 13-5565207 | Accounting | $36,000 |
GERBER LLC1 year Filed as: GERBER/TAYLOR ASSOCIATES INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $21,011 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $41,517 | $44,007-5.7% | $154,110-73.1% | $68,904-39.7% |
| Participation rate | 64.0% | 70.0%-6.1pp | 83.0%-19.1pp | 74.1%-10.1pp |
| Annual return | -3.29% | 8.15%-11.4pp | 735.22%-738.5pp | 1.07%-4.4pp |
| Employer contribution / active EE | $1,962 | $1,732+13.3% | $5,298-63.0% | $2,540-22.8% |
| Participant deferral / active EE | $0 | $2,813-100.0% | $5,081-100.0% | $4,015-100.0% |
| Admin fee / account holder | $8 | $65-87.2% | $13,412-99.9% | $71-88.4% |