Filed June 9, 2016 (most recent of 3 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION5+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $203,924 |
KPMG LLP2 years Service code 10 · EIN 13-5565207 | Accounting | $34,000 |
GERBER LLC2 years Filed as: GERBER/TAYLOR ASSOCIATES INC. Service code 17 · EIN 62-1420786 | Pension Consulting | $7,500 |
BKD, LLP1 year Filed as: BKD CPA'S & ADVISORS Service code 10 · EIN 44-0160260 | Accounting | $2,625 |
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 | $47,577 | $53,565-11.2% | $172,757-72.5% | $82,204-42.1% |
| Participation rate | 63.0% | 69.6%-6.7pp | 82.6%-19.7pp | 73.4%-10.4pp |
| Annual return | 16.24% | 31.42%-15.2pp | 803.06%-786.8pp | 26.31%-10.1pp |
| Employer contribution / active EE | $2,116 | $1,857+14.0% | $5,144-58.9% | $2,707-21.8% |
| Participant deferral / active EE | $0 | $3,006-100.0% | $5,198-100.0% | $4,246-100.0% |
| Admin fee / account holder | $36 | $61-40.8% | $13,956-99.7% | $76-52.0% |